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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Chesapeake Wealth Management
Virginia
$204K +$193K +790 New
JF
502
JSF Financial
California
$202K +$191K +783 New
CRCM
503
Corbett Road Capital Management
Virginia
$201K +$190K +779 New
PCG
504
Private Capital Group
Connecticut
$182K +$55.3K +227 +47%
ST
505
Smithfield Trust
Pennsylvania
$174K +$9.75K +40 +6%
FHA
506
Flagship Harbor Advisors
Massachusetts
$171K +$6.09K +25 +4%
SMFS
507
Squar Milner Financial Services
California
$170K -$81.2K -333 -33%
PHK
508
Point72 Hong Kong
Hong Kong
$167K -$215K -882 -58%
AA
509
Ancora Advisors
Ohio
$165K +$156K +640 New
AIS
510
Accurate Investment Solutions
Pennsylvania
$157K +$149K +610 New
LS
511
Livforsakringsbolaget Skandia
Sweden
$155K -$122K -500 -45%
PA
512
Parallel Advisors
California
$138K +$18.8K +77 +17%
IA
513
IFP Advisors
Florida
$136K -$9.51K -39 -7%
POIA
514
Pin Oak Investment Advisors
Texas
$127K – – –
FPS
515
Fieldpoint Private Securities
Connecticut
$127K +$39K +160 +48%
BAM
516
Barrett Asset Management
New York
$123K – – –
O
517
Ossiam
France
$117K -$127K -520 -53%
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
VFA
519
Valeo Financial Advisors
Indiana
$106K -$3.9K -16 -4%
AAM
520
Ardevora Asset Management
United Kingdom
$103K +$24.4K +100 +33%
Rockefeller Capital Management
521
Rockefeller Capital Management
New York
$98K +$11.5K +47 +14%
RE
522
RBC Europe
United Kingdom
$97.6K +$731 +3 +0.8%
SF
523
Synovus Financial
Georgia
$93K +$48.8K +200 +123%
ZB
524
Zions Bancorporation
Utah
$82K – – –
KPW
525
Kore Private Wealth
New York
$78K +$73.4K +301 New