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Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
451
R.H. Bluestein & Co
Michigan
$510K – – –
SC
452
Skylands Capital
Wisconsin
$510K +$614K +10,000 New
CWM
453
Cedar Wealth Management
California
$509K +$202K +3,289 +49%
LA
454
Legacy Advisors
Pennsylvania
$508K – – –
TCM
455
Tufton Capital Management
Maryland
$506K +$7.68K +125 +1%
TPA
456
Trivium Point Advisory
Connecticut
$505K – – –
KeyBank National Association
457
KeyBank National Association
Ohio
$501K -$261K -4,242 -30%
BFEC
458
Benjamin F. Edwards & Company
Missouri
$501K +$151K +2,460 +33%
RJT
459
Raymond James Trust
Florida
$499K -$1.72K -28 -0.3%
QP
460
Quilter Plc
United Kingdom
$498K -$107K -1,744 -15%
MC
461
Moors & Cabot
Massachusetts
$494K +$266K +4,329 +80%
HIIFS
462
Harel Insurance Investments & Financial Services
Israel
$492K +$128K +2,086 +28%
DC
463
Davenport & Co
Virginia
$486K -$121K -1,963 -17%
DZ Bank
464
DZ Bank
Germany
$484K +$61.4K +1,000 +12%
IA
465
IndexIQ Advisors
New York
$481K +$43.4K +706 +8%
SC
466
Sepio Capital
Utah
$479K +$577K +9,395 New
BCV
467
Banque Cantonale Vaudoise
Switzerland
$476K -$55.8K -909 -9%
HSA
468
Hussman Strategic Advisors
Maryland
$474K – – –
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$472K -$9.71K -158 -2%
ECM
470
EMC Capital Management
Texas
$469K +$307K +5,000 +91%
BCM
471
Boltwood Capital Management
California
$467K – – –
FWM
472
Focused Wealth Management
New York
$461K -$257K -4,187 -32%
KCM
473
Kennicott Capital Management
California
$459K +$25.2K +410 +5%
BPWM
474
Badgley Phelps Wealth Managers
Washington
$459K +$553K +9,009 New
RA
475
Resolute Advisors
California
$451K +$544K +8,857 New