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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
401
Citizens Financial Group
Rhode Island
$47K -$7.84K -63 -16%
FHA
402
First Horizon Advisors
Tennessee
$47K -$498 -4 -1%
SSB
403
Sandy Spring Bank
Maryland
$47K +$26.9K +216 +179%
OC
404
Oakworth Capital
Alabama
$46K
LWM
405
Liberty Wealth Management
California
$43K -$7.47K -60 -16%
WTC
406
WhitTier Trust Company
Nevada
$43K
WT
407
Whittier Trust
California
$43K +$13.4K +108 +53%
Schroder Investment Management Group
408
Schroder Investment Management Group
United Kingdom
$43K +$39.2K +315 New
RIA
409
Realta Investment Advisors
Delaware
$42K +$11.4K +92 +44%
SCA
410
Stonebridge Capital Advisors
Minnesota
$42K +$38.6K +310 New
MVIP
411
Mar Vista Investment Partners
California
$40K
AF
412
Advisornet Financial
Minnesota
$40K +$25.9K +208 +242%
BWL
413
Bogart Wealth LLC
Virginia
$36K
POIA
414
Pin Oak Investment Advisors
Texas
$34K +$5.1K +41 +20%
FPFS
415
First Personal Financial Services
North Carolina
$33K +$8.59K +69 +39%
SIM
416
Sonora Investment Management
Arizona
$31K
GRP
417
Global Retirement Partners
California
$30K +$3.98K +32 +17%
EIP
418
Ellis Investment Partners
Pennsylvania
$30K +$27.5K +221 New
TWA
419
TCI Wealth Advisors
Arizona
$29K
HR
420
Howe & Rusling
New York
$27K -$83.1K -668 -77%
LWA
421
Lenox Wealth Advisors
New York
$27K -$14.7K -118 -37%
BFC
422
Bedel Financial Consulting
Indiana
$27K
Credit Agricole
423
Credit Agricole
France
$27K
GWM
424
Geneos Wealth Management
Colorado
$27K
TFA
425
Toth Financial Advisory
Virginia
$27K