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Name Holding Trade Value Shares
Change
Change in
Stake
APC
426
Aspire Private Capital
North Carolina
$117K -$172K -3,541 -60%
CFO
427
CVA Family Office
Colorado
$116K – – –
FHA
428
First Horizon Advisors
Tennessee
$116K – – –
WP
429
WealthShield Partners
North Carolina
$115K +$1.55K +32 +1%
SIM
430
Sonora Investment Management
Arizona
$110K -$2.37K -49 -2%
HPC
431
HM Payson & Co
Maine
$110K – – –
JAM
432
JCIC Asset Management
Ontario, Canada
$107K – – –
QCG
433
Quadrant Capital Group
Ohio
$107K +$6.54K +135 +7%
LS
434
Leelyn Smith
Illinois
$105K – – –
First Manhattan
435
First Manhattan
New York
$105K +$6.63K +137 +7%
BU
436
BBVA USA
Alabama
$105K +$103K +2,123 New
GLLW
437
Graves Light Lenhart Wealth
Virginia
$102K -$14.5K -300 -13%
WT
438
Whittier Trust
California
$101K – – –
CI
439
CX Institutional
Indiana
$99K +$96.9K +2,000 New
EW
440
Evoke Wealth
California
$98K – – –
KFI
441
Key Financial Inc
Pennsylvania
$97K – – –
PCG
442
Private Capital Group
Connecticut
$96K +$71.4K +1,474 +332%
VLKIM
443
Van Lanschot Kempen Investment Management
Netherlands
$95K +$17.7K +365 +41%
FPS
444
Fieldpoint Private Securities
Connecticut
$83K – – –
LWM
445
Liberty Wealth Management
California
$78K +$872 +18 +1%
BFC
446
Bedel Financial Consulting
Indiana
$74K – – –
WB
447
Webster Bank
Connecticut
$74K – – –
LWP
448
Lumature Wealth Partners
Georgia
$71K +$16.8K +346 +32%
CMBA
449
C.M. Bidwell & Associates
Hawaii
$66K +$65.1K +1,345 New
LTI
450
Laffer Tengler Investments
Tennessee
$63.8K -$168K -3,468 -73%