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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%
VFA
457
Valeo Financial Advisors
Indiana
$75K +$52.4K +404 +143%
FHA
458
Flagship Harbor Advisors
Massachusetts
$73K +$6.48K +50 +8%
ST
459
Smithfield Trust
Pennsylvania
$69K +$64.8K +500 +385%
S
460
SignatureFD
Georgia
$65K +$259 +2 +0.3%
Schroder Investment Management Group
461
Schroder Investment Management Group
United Kingdom
$64K +$77.5K +598 New
CA
462
Crewe Advisors
Utah
$63K
TFS
463
TrustCore Financial Services
Tennessee
$63K +$14.7K +113 +25%
GWM
464
Geneos Wealth Management
Colorado
$62K +$11.2K +86 +17%
OIA
465
Optimum Investment Advisors
Illinois
$60K -$32.4K -250 -31%
Rockefeller Capital Management
466
Rockefeller Capital Management
New York
$58K
RFA
467
Reilly Financial Advisors
California
$57K -$25.9K -200 -28%
FCB
468
First Command Bank
Texas
$55K
FCFS
469
First Command Financial Services
Texas
$55K
SPM
470
Symmetry Peak Management
Pennsylvania
$55K +$32.4K +250 +100%
MS
471
Mizuho Securities
Japan
$55K +$64.8K +500 New
LWCFA
472
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K +$2.08K +16 +4%
CCMW
473
Cypress Capital Management (Wyoming)
Wyoming
$44K
BWP
474
Baldwin Wealth Partners
Massachusetts
$44K +$51.9K +400 New
SWA
475
Sutton Wealth Advisors
Florida
$40.5K