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Name Holding Trade Value Shares
Change
Change in
Stake
AL
201
Aspiriant LLC
California
$74K +$78.6K +20,000 New
SI
202
Stephens Inc
Arkansas
$73K -$165K -41,855 -68%
RJT
203
Raymond James Trust
Florida
$73K -$162K -41,217 -68%
RM
204
Resource Management
Louisiana
$73K
SCM
205
Stevens Capital Management
Pennsylvania
$72K -$656K -166,752 -90%
AIA
206
Avalon Investment & Advisory
Texas
$71K -$1.12M -285,063 -94%
CGL
207
Clarius Group LLC
Washington
$71K +$21.6K +5,483 +46%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$70K -$65.2K -16,571 -47%
TD Asset Management
209
TD Asset Management
Ontario, Canada
$70K -$11.7K -2,965 -13%
FHA
210
Flagship Harbor Advisors
Massachusetts
$70K +$4 +1 +0%
UR
211
USCA RIA
Texas
$69K -$97.6K -24,810 -57%
FIM
212
Freedom Investment Management
Connecticut
$68K -$6.7K -1,704 -9%
CCG
213
Cypress Capital Group
Florida
$65K
S
214
SignatureFD
Georgia
$63K -$49.5K -12,600 -43%
NB
215
NBT Bank
New York
$63K +$66.8K +17,000 New
HWA
216
HCR Wealth Advisors
California
$61K +$64.7K +16,453 New
SWM
217
SeaCrest Wealth Management
New York
$59K -$125K -31,916 -67%
CCB
218
Cutter & Co Brokerage
Missouri
$59K -$10.8K -2,749 -15%
LNC
219
Lincoln National Corp
Pennsylvania
$59K +$12.2K +3,100 +24%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$57K -$10.4K -2,657 -15%
CCA
221
Checchi Capital Advisers
California
$57K -$7.53K -1,915 -11%
MTC
222
McDaniel Terry & Co
Texas
$57K
HAG
223
HighPoint Advisor Group
Illinois
$57K +$54.6K +13,895 New
HL
224
HeadInvest LLC
Maine
$56K -$31.5K -8,005 -35%
LSAG
225
Lake Street Advisors Group
New Hampshire
$56K -$11.4K -2,889 -16%