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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
476
Compagnie Lombard Odier SCmA
Switzerland
$91K
RCAG
477
Rehmann Capital Advisory Group
Michigan
$89.1K -$24.4K -150 -22%
Rockefeller Capital Management
478
Rockefeller Capital Management
New York
$88K -$21.8K -134 -20%
CFB
479
Cullen/Frost Bankers
Texas
$87K +$85.4K +525 New
ADL
480
Asset Dedication LLC
California
$84K
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.3K +$7.64K +47 +11%
GWM
482
Geneos Wealth Management
Colorado
$79K +$1.46K +9 +2%
TIM
483
Tortoise Investment Management
New York
$76K -$1.46K -9 -2%
ACA
484
Atlas Capital Advisors
Wyoming
$75K
CFGS
485
Concourse Financial Group Securities
Alabama
$74K +$15.8K +97 +28%
AF
486
Advisornet Financial
Minnesota
$63K -$1.63K -10 -3%
QCG
487
Quadrant Capital Group
Ohio
$62K
PFBT
488
Parkside Financial Bank & Trust
Missouri
$60K
IFAM
489
Institutional & Family Asset Management
Colorado
$58K
FHA
490
First Horizon Advisors
Tennessee
$54K -$5.53K -34 -9%
PCP
491
Proficio Capital Partners
Massachusetts
$54K +$17.1K +105 +48%
MAM
492
Marquette Asset Management
Minnesota
$51K
GT
493
Glenmede Trust
Pennsylvania
$49.9K +$18.9M +116,229 +63%
FMT
494
First Mercantile Trust
Tennessee
$47K -$13.8K -85 -23%
CIA
495
CSat Investment Advisory
Michigan
$47K +$11.5K +71 +34%
WB
496
Webster Bank
Connecticut
$46K
BDWM
497
Brewin Dolphin Wealth Management
Ireland
$43.9K +$15K +92 +53%
ARMT
498
Amica Retiree Medical Trust
Rhode Island
$43K
ZB
499
Zions Bancorporation
Utah
$40K -$18.7K -115 -32%
RTC
500
Riverview Trust Company
Washington
$38K