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Name Holding Trade Value Shares
Change
Change in
Stake
MA
426
MUFG Americas
New York
$50K – – –
TPWA
427
TRUE Private Wealth Advisors
Oregon
$50K +$49.9K +380 New
Bessemer Group
428
Bessemer Group
New Jersey
$49K -$148K -1,126 -76%
CCA
429
Column Capital Advisors
Indiana
$49K +$48.8K +371 New
RWB
430
RMR Wealth Builders
New Jersey
$48K +$47.3K +360 New
CFG
431
Citizens Financial Group
Rhode Island
$47K -$394 -3 -0.8%
SMFS
432
Squar Milner Financial Services
California
$47K +$46.1K +351 New
FCA
433
FinTrust Capital Advisors
South Carolina
$46K -$123K -939 -73%
OC
434
Oakworth Capital
Alabama
$45K – – –
SSB
435
Sandy Spring Bank
Maryland
$45K – – –
LWM
436
Liberty Wealth Management
California
$44K +$3.15K +24 +8%
SF
437
Synovus Financial
Georgia
$43K -$15.9K -121 -28%
RFA
438
Reilly Financial Advisors
California
$42K – – –
WTC
439
WhitTier Trust Company
Nevada
$42K – – –
WT
440
Whittier Trust
California
$42K +$263 +2 +0.6%
NSIM
441
North Star Investment Management
Illinois
$40K – – –
SQA
442
Simon Quick Advisors
New Jersey
$40K +$39.7K +302 New
SIM
443
Sonora Investment Management
Arizona
$39K -$2.5K -19 -6%
RIA
444
Realta Investment Advisors
Delaware
$38K -$3.81K -29 -10%
EIP
445
Ellis Investment Partners
Pennsylvania
$38K – – –
BFEC
446
Benjamin F. Edwards & Company
Missouri
$38K +$32.9K +250 +714%
BWL
447
Bogart Wealth LLC
Virginia
$36K – – –
OPS
448
Orion Portfolio Solutions
Nebraska
$36K +$35.6K +271 New
GRP
449
Global Retirement Partners
California
$34K -$2.89K -22 -8%
POIA
450
Pin Oak Investment Advisors
Texas
$33K – – –