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Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
451
Point View Wealth Management
New Jersey
$412K -$89.7K -1,743 -18%
VFA
452
Valeo Financial Advisors
Indiana
$398K -$11.1K -215 -3%
LNB
453
Ledyard National Bank
$398K – – –
PTC
454
Private Trust Company
Ohio
$395K +$823 +16 +0.2%
SW
455
SVB Wealth
Massachusetts
$392K -$52.9K -1,028 -12%
HSA
456
HBK Sorce Advisory
Pennsylvania
$389K -$4.63K -90 -1%
CLOS
457
Compagnie Lombard Odier SCmA
Switzerland
$384K – – –
RM
458
Resource Management
Louisiana
$382K -$3.91K -76 -1%
RI
459
Ridgewood Investments
New Jersey
$379K -$18.5K -360 -5%
TW
460
TrinityPoint Wealth
Connecticut
$377K -$188K -3,652 -35%
SCM
461
Sterling Capital Management
North Carolina
$377K – – –
WT
462
Whittier Trust
California
$377K +$272K +5,285 +297%
IA
463
IFP Advisors
Florida
$377K +$368K +7,156 New
DAM
464
Delta Asset Management
Tennessee
$375K +$12.2K +238 +4%
AA
465
Ancora Advisors
Ohio
$373K -$30K -583 -8%
CT
466
Coastline Trust
Rhode Island
$373K +$80.7K +1,568 +29%
BBHC
467
Brown Brothers Harriman & Co
New York
$372K -$210K -4,078 -37%
CM
468
Capula Management
Cayman Islands
$372K +$359K +6,971 New
FFA
469
First Foundation Advisors
California
$371K +$357K +6,946 New
KWM
470
Kingsview Wealth Management
Oregon
$367K +$116K +2,256 +49%
WP
471
WealthShield Partners
North Carolina
$366K +$352K +6,852 New
PSUF
472
People's United Financial
Connecticut
$365K -$13.4K -261 -4%
PFC
473
Poplar Forest Capital
California
$365K -$2.06K -40 -0.6%
FRM
474
Fox Run Management
Connecticut
$365K +$352K +6,850 New
LF
475
Lantz Financial
Illinois
$363K -$772 -15 -0.2%