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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
426
HM Payson & Co
Maine
$101K – – –
LS
427
Leelyn Smith
Illinois
$96K +$9.26K +210 +11%
WT
428
Whittier Trust
California
$93K – – –
PA
429
Parallel Advisors
California
$92K -$7.76K -176 -8%
QCG
430
Quadrant Capital Group
Ohio
$92K +$2.43K +55 +3%
First Manhattan
431
First Manhattan
New York
$90K – – –
EW
432
Evoke Wealth
California
$90K +$72.1K +1,635 +502%
KFI
433
Key Financial Inc
Pennsylvania
$88K – – –
JAM
434
JCIC Asset Management
Ontario, Canada
$79K -$121K -2,745 -61%
FPS
435
Fieldpoint Private Securities
Connecticut
$74K – – –
Jones Financial Companies
436
Jones Financial Companies
Missouri
$74K +$39.6K +897 +120%
IAIM
437
International Assets Investment Management
Florida
$73K – – –
GIBU
438
Gulf International Bank (UK)
United Kingdom
$70K -$27.7K -627 -29%
WB
439
Webster Bank
Connecticut
$68K – – –
BFC
440
Bedel Financial Consulting
Indiana
$68K +$66.2K +1,500 New
LWM
441
Liberty Wealth Management
California
$66K – – –
VLKIM
442
Van Lanschot Kempen Investment Management
Netherlands
$64K – – –
BHWM
443
Bay Harbor Wealth Management
Maryland
$62K -$36K -816 -38%
TC
444
Truvestments Capital
Florida
$59K – – –
CLOS
445
Compagnie Lombard Odier SCmA
Switzerland
$58K -$1.01K -23 -2%
CA
446
Clearstead Advisors
Ohio
$50K – – –
EP
447
Eudaimonia Partners
Tennessee
$49K -$90.3K -2,048 -66%
LWP
448
Lumature Wealth Partners
Georgia
$49K +$48K +1,088 New
ACM
449
Allred Capital Management
Texas
$46.9K +$45.8K +1,038 New
JCM
450
Jacobi Capital Management
Pennsylvania
$45K – – –