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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
651
Edmond de Rothschild Holding
Switzerland
$62K – – –
FPFS
652
First Personal Financial Services
North Carolina
$59K – – –
NPP
653
New Potomac Partners
Maryland
$58K – – –
WT
654
Whittier Trust
California
$57K -$136K -5,132 -72%
MWNA
655
Marshall Wace North America
New York
$56K -$995K -37,553 -95%
GFPC
656
Global Financial Private Capital
Florida
$56K +$50.8K +1,916 New
DAM
657
Delta Asset Management
Tennessee
$52K +$4.24K +160 +10%
AIC
658
Ameritas Investment Company
Nebraska
$52K +$7.69K +290 +19%
PFO
659
Pathstone Family Office
New Jersey
$50.2K – – –
TAIM
660
TD Ameritrade Investment Management
Nebraska
$47K -$13.4K -504 -24%
CAW
661
Cornerstone Advisors (Washington)
Washington
$46K +$4.08K +154 +11%
EWP
662
Engrave Wealth Partners
Texas
$46K +$42.9K +1,620 New
PCG
663
Private Capital Group
Connecticut
$45K -$77K -2,905 -65%
BGIM
664
Brandywine Global Investment Management
Pennsylvania
$45K -$12.6K -475 -23%
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K -$11.2K -424 -21%
WTC
666
WhitTier Trust Company
Nevada
$45K +$17.1K +644 +71%
TPWA
667
TRUE Private Wealth Advisors
Oregon
$43K +$40K +1,509 New
BFC
668
Bedel Financial Consulting
Indiana
$42K -$2.65K -100 -7%
GWMIA
669
Global Wealth Management Investment Advisory
Florida
$42K – – –
CWAF
670
Core Wealth Advisors (Florida)
Florida
$42K +$38.6K +1,456 New
CG
671
Cutler Group
California
$41K -$236K -8,889 -86%
CHC
672
City Holding Co
West Virginia
$40K – – –
ST
673
Smithfield Trust
Pennsylvania
$36K – – –
FANJ
674
Financial Architects (New Jersey)
New Jersey
$35K – – –
AWA
675
Arkadios Wealth Advisors
Georgia
$34.3K +$31.8K +1,198 New