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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
Optimum Investment Advisors
Illinois
$71K
TCOV
402
Trust Company of Vermont
Vermont
$68K +$16.5K +400 +31%
WT
403
Whittier Trust
California
$66K
OIA
404
OneDigital Investment Advisors
Kansas
$63K +$63.9K +1,551 New
LNB
405
Ledyard National Bank
$60K
AA
406
Ancora Advisors
Ohio
$60K +$61.2K +1,485 New
RFA
407
Reilly Financial Advisors
California
$58K -$74.7K -1,814 -56%
GWM
408
Geneos Wealth Management
Colorado
$58K
TC
409
Truvestments Capital
Florida
$57K +$58.4K +1,419 New
CLOS
410
Compagnie Lombard Odier SCmA
Switzerland
$52K
S
411
SignatureFD
Georgia
$49K -$37.6K -912 -43%
MFW
412
Mosaic Family Wealth
Missouri
$48K
BC
413
Barnett & Company
Tennessee
$44K +$44.7K +1,086 New
CHC
414
City Holding Co
West Virginia
$43K -$13.9K -337 -24%
LFA
415
Legacy Financial Advisors
Kentucky
$41K -$4.28K -104 -9%
GRP
416
Global Retirement Partners
California
$40K -$15.7K -382 -28%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$39.2K
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$39K -$20K -485 -34%
TPWA
419
TRUE Private Wealth Advisors
Oregon
$37.5K +$37.7K +915 New
ECM
420
Estabrook Capital Management
New York
$36.5K -$18.5K -450 -33%
DSC
421
Duncker Streett & Co
Missouri
$34K
AssetMark Inc
422
AssetMark Inc
California
$32K +$2.68K +65 +9%
TF
423
Tompkins Financial
New York
$32K +$20.6K +500 +167%
PO
424
Private Ocean
California
$30K
BL
425
Balentine LLC
Georgia
$28K +$6.47K +157 +29%