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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Elmwood Wealth Management
California
$82K – – –
LWA
452
Lenox Wealth Advisors
New York
$80K +$16.2K +125 +21%
FWM
453
Focused Wealth Management
New York
$79K – – –
LIA
454
LS Investment Advisors
Michigan
$78K +$5.32K +41 +6%
RCM
455
Riverhead Capital Management
Delaware
$77K -$103K -794 -53%
RE
456
RBC Europe
United Kingdom
$76.2K +$54.1K +417 +151%
GT
457
Glenmede Trust
Pennsylvania
$76K -$24.8K -191 -21%
VFA
458
Valeo Financial Advisors
Indiana
$75K +$52.4K +404 +143%
FHA
459
Flagship Harbor Advisors
Massachusetts
$73K +$6.48K +50 +8%
ST
460
Smithfield Trust
Pennsylvania
$69K +$64.8K +500 +385%
S
461
SignatureFD
Georgia
$65K +$259 +2 +0.3%
Schroder Investment Management Group
462
Schroder Investment Management Group
United Kingdom
$64K +$77.5K +598 New
CA
463
Crewe Advisors
Utah
$63K – – –
TFS
464
TrustCore Financial Services
Tennessee
$63K +$14.7K +113 +25%
GWM
465
Geneos Wealth Management
Colorado
$62K +$11.2K +86 +17%
OIA
466
Optimum Investment Advisors
Illinois
$60K -$32.4K -250 -31%
Rockefeller Capital Management
467
Rockefeller Capital Management
New York
$58K – – –
RFA
468
Reilly Financial Advisors
California
$57K -$25.9K -200 -28%
FCB
469
First Command Bank
Texas
$55K – – –
FCFS
470
First Command Financial Services
Texas
$55K – – –
SPM
471
Symmetry Peak Management
Pennsylvania
$55K +$32.4K +250 +100%
MS
472
Mizuho Securities
Japan
$55K +$64.8K +500 New
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K +$2.08K +16 +4%
CCMW
474
Cypress Capital Management (Wyoming)
Wyoming
$44K – – –
BWP
475
Baldwin Wealth Partners
Massachusetts
$44K +$51.9K +400 New