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Loews
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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
451
Clean Yield Group
Vermont
$33K – – –
EBA
452
Eagle Bay Advisors
New York
$31.7K – – –
BFEC
453
Benjamin F. Edwards & Company
Missouri
$31K – – –
OA
454
Operose Advisors
Wisconsin
$30.4K +$29.9K +480 New
TIM
455
Tortoise Investment Management
New York
$30.1K – – –
NS
456
NBC Securities
Alabama
$29K +$29K +466 New
LC
457
Lindbrook Capital
California
$27.4K -$499 -8 -2%
FHA
458
First Horizon Advisors
Tennessee
$26.5K -$997 -16 -4%
CFFP
459
Center for Financial Planning
Michigan
$25.3K – – –
FWM
460
Focused Wealth Management
New York
$25.3K – – –
GIA
461
GHP Investment Advisors
Colorado
$23.9K – – –
PFBT
462
Parkside Financial Bank & Trust
Missouri
$23.7K +$997 +16 +4%
BTI
463
Blue Trust Inc
Georgia
$22K +$4.05K +65 +21%
TPCW
464
TD Private Client Wealth
New York
$21.8K -$5.61K -90 -21%
LFA
465
LGT Financial Advisors
Texas
$21.8K +$21.4K +344 New
AGWCA
466
Annis Gardner Whiting Capital Advisors
Florida
$19.6K +$19.3K +310 New
NSIM
467
North Star Investment Management
Illinois
$19K – – –
AF
468
Allworth Financial
California
$18.8K +$810 +13 +5%
GWS
469
Glassman Wealth Services
Virginia
$18.1K – – –
FFA
470
Farther Finance Advisors
California
$17.8K +$810 +13 +5%
WTC
471
WhitTier Trust Company
Nevada
$17.1K – – –
UB
472
UMB Bank
Missouri
$16.6K – – –
WSCM
473
Wellington Shields Capital Management
New York
$16.1K +$62 +1 +0.4%
RTC
474
Riverview Trust Company
Washington
$15.1K – – –
GRP
475
Global Retirement Partners
California
$15.1K -$187 -3 -1%
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19
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