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Name Holding Trade Value Shares
Change
Change in
Stake
CB
351
Community Bank
New York
$41K -$143K -1,025 -77%
FAM
352
Fred Alger Management
New York
$40K -$26.7K -191 -40%
FANJ
353
Financial Architects (New Jersey)
New Jersey
$40K -$419 -3 -1%
BBHC
354
Brown Brothers Harriman & Co
New York
$40K +$5.59K +40 +16%
PCG
355
Private Capital Group
Connecticut
$33K -$3.91K -28 -10%
WTC
356
WhitTier Trust Company
Nevada
$33K – – –
SWM
357
SeaCrest Wealth Management
New York
$32K -$2.38K -17 -7%
CFA
358
Camarda Financial Advisors
Florida
$30K – – –
LNB
359
Ledyard National Bank
$29K – – –
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$29K +$29.6K +212 New
OWA
361
One Wealth Advisors
California
$28K -$419 -3 -1%
EWM
362
Edge Wealth Management
New York
$27K +$27.2K +195 New
TAM
363
Trust Asset Management
Texas
$25K +$25.1K +180 New
PSC
364
Prentiss Smith & Co
Vermont
$23K – – –
JA
365
JOYN Advisors
Georgia
$23K +$4.47K +32 +24%
RCAG
366
Rehmann Capital Advisory Group
Michigan
$21.8K -$6.01K -43 -21%
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
CBOA
368
Commonwealth Bank of Australia
Australia
$20K +$5.17K +37 +30%
IWP
369
Icon Wealth Partners
Texas
$20K +$20.7K +148 New
GAM
370
Gemmer Asset Management
California
$19K – – –
PA
371
Parallel Advisors
California
$17K +$3.77K +27 +26%
CHC
372
City Holding Co
West Virginia
$15K – – –
TL
373
TrueWealth LLC
Georgia
$15K – – –
IBOK
374
Independence Bank of Kentucky
Kentucky
$14K – – –
SIAS
375
Shine Investment Advisory Services
Colorado
$13K -$6.71K -48 -34%