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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
601
Brown Brothers Harriman & Co
New York
$91K -$194K -4,450 -68%
IDBONY
602
Israel Discount Bank of New York
New York
$89K
RWA
603
Ropes Wealth Advisors
Massachusetts
$88K
JIR
604
James Investment Research
Ohio
$88K +$14.2K +325 +19%
NA
605
Navellier & Associates
Nevada
$85K +$6.45K +148 +8%
PI
606
PineBridge Investments
New York
$83K -$8.59K -197 -9%
CHP
607
Cable Hill Partners
Oregon
$81K
EA
608
Edge Advisors
Georgia
$81K
CPA
609
Clear Perspective Advisors
Illinois
$80K
CHC
610
City Holding Co
West Virginia
$73K
DWM
611
Destination Wealth Management
California
$73K +$72.5K +1,664 New
Legal & General Group
612
Legal & General Group
United Kingdom
$70K
VFA
613
Valeo Financial Advisors
Indiana
$69K +$11.9K +274 +21%
FPS
614
Fieldpoint Private Securities
Connecticut
$68K
RFA
615
Reilly Financial Advisors
California
$67K -$28.7K -658 -30%
LFA
616
Legacy Financial Advisors
Kentucky
$57K +$8.06K +185 +16%
LWA
617
Lenox Wealth Advisors
New York
$57K +$52.2K +1,198 +1,261%
HFP
618
Holistic Financial Partners
Indiana
$56K +$3.14K +72 +6%
CAC
619
Certified Advisory Corp
Florida
$55K +$47.7K +1,095 +608%
Rockefeller Capital Management
620
Rockefeller Capital Management
New York
$55K +$55K +1,261 New
CFA
621
Carroll Financial Associates
North Carolina
$54K -$1.79K -41 -3%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$53K -$2.48K -57 -5%
IWM
623
IHT Wealth Management
Illinois
$53K
WAM
624
Wealthspire Advisors (Maryland)
Maryland
$51K -$6.1K -140 -11%
Carson Wealth (CWM LLC)
625
Carson Wealth (CWM LLC)
Nebraska
$47K -$17.4K -399 -27%