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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
251
Lazard Asset Management
New York
$62K +$32.4K +900 +121%
IAIM
252
International Assets Investment Management
Florida
$54K
CG
253
Cutler Group
California
$49K -$3.6K -100 -7%
SWM
254
Spire Wealth Management
Virginia
$49K +$46.1K +1,281 New
WT
255
Whittier Trust
California
$47K +$8.5K +236 +24%
AIC
256
Ameritas Investment Company
Nebraska
$37.5K +$35.7K +991 New
HNB
257
Huntington National Bank
Ohio
$30K -$1.95K -54 -6%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$23K +$5.94K +165 +36%
BMD
259
Better Money Decisions
New Mexico
$17K +$16.6K +462 New
FHA
260
First Horizon Advisors
Tennessee
$15K
CFB
261
Cullen/Frost Bankers
Texas
$13K
JWM
262
Janiczek Wealth Management
Colorado
$13K +$1.76K +49 +17%
JGIA
263
Jackson Grant Investment Advisers
Connecticut
$13K +$12.4K +345 New
LC
264
Lindbrook Capital
California
$12K +$936 +26 +9%
NSIM
265
North Star Investment Management
Illinois
$11K
PA
266
Parallel Advisors
California
$9K +$6.34K +176 +289%
AA
267
Ancora Advisors
Ohio
$8K
FF
268
FourThought Financial
Florida
$8K
GAM
269
Gemmer Asset Management
California
$7K
S
270
SignatureFD
Georgia
$7K +$360 +10 +5%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$5K +$4.5K +125 New
IFAM
272
Institutional & Family Asset Management
Colorado
$4K
PMFA
273
Plante Moran Financial Advisors
Michigan
$4K
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$3K -$17.3K -479 -86%
PCG
275
Private Capital Group
Connecticut
$3K -$2.52K -70 -46%