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Name Holding Trade Value Shares
Change
Change in
Stake
TC
426
Truvestments Capital
Florida
$64K – – –
LWM
427
Liberty Wealth Management
California
$64K +$11.6K +247 +23%
CLOS
428
Compagnie Lombard Odier SCmA
Switzerland
$62K – – –
PCG
429
Private Capital Group
Connecticut
$58K -$40.6K -867 -43%
WC
430
Weil Company
California
$56K +$54K +1,155 New
RIA
431
Realta Investment Advisors
Delaware
$55K – – –
BC
432
Barnett & Company
Tennessee
$53K – – –
Rockefeller Capital Management
433
Rockefeller Capital Management
New York
$52K -$21.6K -462 -30%
RFA
434
Reilly Financial Advisors
California
$51K -$4.45K -95 -8%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$50.9K +$49.2K +1,051 New
ECM
436
Estabrook Capital Management
New York
$43.6K – – –
VNA
437
Valley National Advisers
Pennsylvania
$43K – – –
Nomura Asset Management
438
Nomura Asset Management
Japan
$39K +$37.6K +804 New
LC
439
Lindbrook Capital
California
$38K -$3.56K -76 -9%
CHC
440
City Holding Co
West Virginia
$36K -$8.47K -181 -20%
PO
441
Private Ocean
California
$36K – – –
VLKIM
442
Van Lanschot Kempen Investment Management
Netherlands
$36K +$26K +556 New
BL
443
Balentine LLC
Georgia
$34K – – –
CFA
444
Carroll Financial Associates
North Carolina
$33K +$19.8K +424 +155%
GRP
445
Global Retirement Partners
California
$32K -$20.1K -429 -39%
FHA
446
Flagship Harbor Advisors
Massachusetts
$31K +$11.2K +239 +58%
RWA
447
Ropes Wealth Advisors
Massachusetts
$30K – – –
MAM
448
Meeder Asset Management
Ohio
$30K +$3.51K +75 +14%
TF
449
Tompkins Financial
New York
$29K – – –
JAM
450
JCIC Asset Management
Ontario, Canada
$28K -$133K -2,842 -83%