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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1601
Cerity Partners OCIO
New York
$517K -$60.1K -2,104 -10%
BRM
1602
Boston Research & Management
Massachusetts
$514K
BBPWM
1603
Blue Bell Private Wealth Management
Pennsylvania
$510K -$107K -3,733 -17%
SCP
1604
Sandhill Capital Partners
New York
$508K -$122K -4,266 -19%
CA
1605
Cambridge Advisors
Nebraska
$507K +$76.6K +2,683 +17%
TRCT
1606
Tower Research Capital (TRC)
New York
$507K +$508K +17,802 +8,437%
RP
1607
Reinhart Partners
Wisconsin
$506K -$225K -7,879 -30%
RWA
1608
River Wealth Advisors
Pennsylvania
$506K +$138K +4,837 +37%
NBC
1609
Neuberger Berman Canada
Ontario, Canada
$506K +$146K +5,102 +40%
SFFS
1610
Stonehage Fleming Financial Services
Jersey
$503K +$461K +16,126 +900%
SOAMC
1611
Spirit of America Management Corp
New York
$501K
KLI
1612
Kelman-Lazarov Inc
Tennessee
$501K +$503K +17,595 New
AWA
1613
AmeriServ Wealth Advisors
Pennsylvania
$500K +$18.1K +633 +4%
EWA
1614
EP Wealth Advisors
California
$497K -$70.8K -2,480 -12%
MA
1615
MCF Advisors
Kentucky
$496K -$39.7K -1,391 -7%
PSC
1616
Prentiss Smith & Co
Vermont
$496K
LAM
1617
Lebenthal Asset Management
New York
$496K +$504K +17,633 New
NME
1618
Notis-McConarty Edward
$494K
BFG
1619
Beacon Financial Group
Texas
$493K -$11.2K -392 -2%
CRC
1620
Curi RMB Capital
Illinois
$491K +$38.4K +1,346 +8%
AA
1621
Alesco Advisors
New York
$488K -$84.9K -2,972 -15%
MWM
1622
Modera Wealth Management
New Jersey
$488K +$199K +6,961 +67%
WA
1623
Winfield Associates
Ohio
$485K +$38.2K +1,339 +8%
SAMC
1624
Shinko Asset Management Company
Japan
$479K -$34.6K -1,211 -7%
LWA
1625
Lenox Wealth Advisors
New York
$478K -$27.6K -968 -5%