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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
426
Liberty Wealth Management
California
$64K +$11.6K +247 +23%
CLOS
427
Compagnie Lombard Odier SCmA
Switzerland
$62K
PCG
428
Private Capital Group
Connecticut
$58K -$40.6K -867 -43%
WC
429
Weil Company
California
$56K +$54K +1,155 New
RIA
430
Realta Investment Advisors
Delaware
$55K
BC
431
Barnett & Company
Tennessee
$53K
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$52K -$21.6K -462 -30%
RFA
433
Reilly Financial Advisors
California
$51K -$4.45K -95 -8%
RCAG
434
Rehmann Capital Advisory Group
Michigan
$50.9K +$49.2K +1,051 New
ECM
435
Estabrook Capital Management
New York
$43.6K
VNA
436
Valley National Advisers
Pennsylvania
$43K
Nomura Asset Management
437
Nomura Asset Management
Japan
$39K +$37.6K +804 New
LC
438
Lindbrook Capital
California
$38K -$3.56K -76 -9%
CHC
439
City Holding Co
West Virginia
$36K -$8.47K -181 -20%
PO
440
Private Ocean
California
$36K
VLKIM
441
Van Lanschot Kempen Investment Management
Netherlands
$36K +$26K +556 New
BL
442
Balentine LLC
Georgia
$34K
CFA
443
Carroll Financial Associates
North Carolina
$33K +$19.8K +424 +155%
GRP
444
Global Retirement Partners
California
$32K -$20.1K -429 -39%
FHA
445
Flagship Harbor Advisors
Massachusetts
$31K +$11.2K +239 +58%
RWA
446
Ropes Wealth Advisors
Massachusetts
$30K
MAM
447
Meeder Asset Management
Ohio
$30K +$3.51K +75 +14%
TF
448
Tompkins Financial
New York
$29K
JAM
449
JCIC Asset Management
Ontario, Canada
$28K -$133K -2,842 -83%
IRC
450
Investors Research Corp
Georgia
$27K