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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Valeo Financial Advisors
Indiana
$85K
MRCM
252
M&R Capital Management
New Jersey
$84K
Schroder Investment Management Group
253
Schroder Investment Management Group
United Kingdom
$80K -$11.3K -81 -12%
CHA
254
Carmichael Hill & Associates
Maryland
$74K +$74K +530 New
NSIM
255
North Star Investment Management
Illinois
$73K
WB
256
Webster Bank
Connecticut
$73K +$72.9K +522 New
CFG
257
Citizens Financial Group
Rhode Island
$71K -$2.93K -21 -4%
First Manhattan
258
First Manhattan
New York
$70K
FMB
259
Field & Main Bank
Kentucky
$67K
AIM
260
Aigen Investment Management
New York
$67K +$66.5K +476 New
CFB
261
Cullen/Frost Bankers
Texas
$64K -$134K -962 -68%
WEC
262
Winslow Evans & Crocker
Massachusetts
$64K -$14K -100 -18%
EI
263
Ellevest Inc
New York
$60K +$59.2K +424 New
OC
264
Oakworth Capital
Alabama
$58K
SSB
265
Sandy Spring Bank
Maryland
$57K
TCWM
266
Total Clarity Wealth Management
Illinois
$56K +$55.9K +400 New
SCA
267
Stonebridge Capital Advisors
Minnesota
$53K +$1.12K +8 +2%
PAI
268
Pittenger & Anderson Inc
Nebraska
$49K
BFC
269
Bedel Financial Consulting
Indiana
$48K
IA
270
IFP Advisors
Florida
$47K -$203K -1,450 -81%
BCA
271
Berman Capital Advisors
Georgia
$45K +$140 +1 +0.3%
AF
272
Allworth Financial
California
$43K +$3.77K +27 +10%
IBOK
273
Independence Bank of Kentucky
Kentucky
$42K
OIA
274
Optimum Investment Advisors
Illinois
$42K
SIAS
275
Shine Investment Advisory Services
Colorado
$42K +$9.36K +67 +29%