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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
376
Rockefeller Financial Services
New York
$39K – – –
CTC
377
Central Trust Company
Missouri
$39K +$1.94K +39 +6%
OAM
378
Oppenheimer Asset Management
New York
$39K +$35.6K +717 New
PHK
379
Point72 Hong Kong
Hong Kong
$38K -$37.7K -758 -52%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
Acadian Asset Management
381
Acadian Asset Management
Massachusetts
$36K – – –
VCM
382
Vigilant Capital Management
Maine
$35K – – –
GLI
383
Guardian Life Insurance
New York
$33K – – –
EWM
384
Endurance Wealth Management
Rhode Island
$32K – – –
LNB
385
Ledyard National Bank
$27K – – –
RWA
386
Ropes Wealth Advisors
Massachusetts
$27K – – –
OIA
387
OneDigital Investment Advisors
Kansas
$26K +$546 +11 +2%
ARMC
388
American Research & Management Company
Massachusetts
$22K – – –
FIB
389
First Interstate Bank
Montana
$22K – – –
TCOV
390
Trust Company of Vermont
Vermont
$22K – – –
HFM
391
Hartford Financial Management
Connecticut
$21K – – –
PA
392
Parallel Advisors
California
$21K – – –
CHP
393
Cable Hill Partners
Oregon
$21K +$8.45K +170 +75%
TWA
394
TCI Wealth Advisors
Arizona
$20K +$2.09K +42 +13%
FMP
395
Financial Management Professionals
Texas
$18K – – –
VFA
396
Valeo Financial Advisors
Indiana
$17K +$15.9K +320 New
Loomis, Sayles & Company
397
Loomis, Sayles & Company
Massachusetts
$16K +$14.7K +295 New
GT
398
Greenleaf Trust
Michigan
$16K +$15.1K +303 New
SFSIG
399
San Francisco Sentry Investment Group
California
$13K +$248 +5 +2%
TFO
400
Tarbox Family Office
California
$13K +$1.14K +23 +10%