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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
401
Capital Investment Advisory Services
North Carolina
$98K +$4.51K +100 +5%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$93K +$226 +5 +0.2%
PCG
403
Private Capital Group
Connecticut
$84K +$40.5K +898 +79%
CCM
404
Cribstone Capital Management
Maine
$79K
FPS
405
Fieldpoint Private Securities
Connecticut
$75K +$70.8K +1,569 +2,179%
Rockefeller Capital Management
406
Rockefeller Capital Management
New York
$70K -$352K -7,807 -84%
OIA
407
OneDigital Investment Advisors
Kansas
$70K
OIA
408
Optimum Investment Advisors
Illinois
$70K
SIM
409
Sonora Investment Management
Arizona
$66K -$45.1K -1,000 -41%
LM
410
Lincluden Management
Ontario, Canada
$60.1K -$14.9M -329,790 -20%
TC
411
Truvestments Capital
Florida
$60K
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$58K
FL
413
Fort LP
Maryland
$58K +$57.4K +1,272 New
FLPIM
414
F.L. Putnam Investment Management
Massachusetts
$57K +$56.4K +1,250 New
RFA
415
Reilly Financial Advisors
California
$53K -$2.84K -63 -5%
WT
416
Whittier Trust
California
$53K
RIA
417
Realta Investment Advisors
Delaware
$52K -$31.6K -700 -38%
PA
418
Parallel Advisors
California
$52K -$17.3K -383 -25%
GAM
419
Griffin Asset Management
New York
$51K +$51K +1,129 New
GRP
420
Global Retirement Partners
California
$50K +$3.79K +84 +8%
TRCT
421
Tower Research Capital (TRC)
New York
$49K -$91.9K -2,037 -66%
BC
422
Barnett & Company
Tennessee
$49K
LWM
423
Liberty Wealth Management
California
$49K +$767 +17 +2%
IFAM
424
Institutional & Family Asset Management
Colorado
$49K +$6.5K +144 +15%
CHC
425
City Holding Co
West Virginia
$42K