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Name Holding Trade Value Shares
Change
Change in
Stake
C
426
Cerebellum
California
$68K – – –
LNB
427
Ledyard National Bank
$64K – – –
TAM
428
Tyers Asset Management
Texas
$63K – – –
GRP
429
Global Retirement Partners
California
$63K +$26.6K +593 +67%
CHC
430
City Holding Co
West Virginia
$60K – – –
ECM
431
Estabrook Capital Management
New York
$58.1K – – –
CLOS
432
Compagnie Lombard Odier SCmA
Switzerland
$55K – – –
TCOV
433
Trust Company of Vermont
Vermont
$55K +$8.09K +180 +16%
PA
434
Parallel Advisors
California
$50K -$38.8K -863 -42%
MFW
435
Mosaic Family Wealth
Missouri
$50K – – –
RCAG
436
Rehmann Capital Advisory Group
Michigan
$46K +$47.6K +1,060 New
PMFA
437
Plante Moran Financial Advisors
Michigan
$44K – – –
RCM
438
Riverhead Capital Management
Delaware
$43K – – –
MYIA
439
Mount Yale Investment Advisors
Colorado
$40K +$41.9K +933 New
LFA
440
Legacy Financial Advisors
Kentucky
$39K – – –
DSC
441
Duncker Streett & Co
Missouri
$37K – – –
CFG
442
Citizens Financial Group
Rhode Island
$36K – – –
GFP
443
Gryphon Financial Partners
Ohio
$36K +$4.49K +100 +14%
AF
444
Advisornet Financial
Minnesota
$34K – – –
PCP
445
Proficio Capital Partners
Massachusetts
$33K +$26.2K +583 +317%
POIA
446
Pin Oak Investment Advisors
Texas
$32K +$90 +2 +0.3%
PO
447
Private Ocean
California
$31K +$32.9K +732 New
CHP
448
Cable Hill Partners
Oregon
$30K -$258K -5,750 -89%
LWS
449
Lucia Wealth Services
California
$30K +$30.8K +686 New
SIAP
450
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$29K – – –