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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
476
Liberty Wealth Management
California
$45K +$123 +2 +0.3%
PCG
477
Private Capital Group
Connecticut
$42K -$13.8K -225 -25%
ClearBridge Investments
478
ClearBridge Investments
New York
$34K – – –
BCWM
479
Bartlett & Co Wealth Management
Ohio
$31K +$30.5K +496 New
BFEC
480
Benjamin F. Edwards & Company
Missouri
$31K -$2.46K -40 -8%
JCM
481
Jacobi Capital Management
Pennsylvania
$31K – – –
BC
482
Bartlett & Co
Ohio
$31K +$30.5K +496 New
EWM
483
Edge Wealth Management
New York
$30K – – –
FMII
484
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
LF
485
Lee Financial
Texas
$29K – – –
PWMG
486
Prestige Wealth Management Group
New Jersey
$29K +$7.56K +123 +36%
FWM
487
Focused Wealth Management
New York
$28K – – –
SF
488
Synovus Financial
Georgia
$28K – – –
RFM
489
Royal Fund Management
Florida
$28K +$3.87K +63 +16%
CFB
490
Cullen/Frost Bankers
Texas
$27K – – –
TFGT
491
TS Financial Group (TSFG)
Illinois
$27K – – –
PFGIA
492
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$1.23K +20 +5%
FHA
493
First Horizon Advisors
Tennessee
$26K -$1.54K -25 -6%
FRA
494
Front Row Advisors
California
$26K – – –
LWANC
495
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
CFGS
496
Concourse Financial Group Securities
Alabama
$25K -$18.6K -302 -43%
GT
497
Glenmede Trust
Pennsylvania
$24K -$2.77K -45 -10%
CBT
498
Central Bank & Trust
Kentucky
$23K – – –
TF
499
TimeScale Financial
Massachusetts
$22K -$13.8K -225 -39%
KTC
500
Kistler-Tiffany Companies
Pennsylvania
$22K – – –