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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
301
BDO Wealth Advisors
Florida
$132K +$17.8K +469 +10%
KFI
302
Key Financial Inc
Pennsylvania
$129K -$46.1K -1,218 -20%
VNA
303
Valley National Advisers
Pennsylvania
$122K -$33.9K -895 -16%
BEAM
304
Baker Ellis Asset Management
Washington
$107K -$18.9K -500 -11%
FHA
305
First Horizon Advisors
Tennessee
$103K -$18.9K -498 -11%
ABC
306
Associated Banc-Corp
Wisconsin
$102K +$145K +3,817 New
CTC
307
Central Trust Company
Missouri
$101K – – –
CFGS
308
Concourse Financial Group Securities
Alabama
$101K +$11.4K +301 +9%
HFM
309
Hartford Financial Management
Connecticut
$100K – – –
RAM
310
Riggs Asset Management
Pennsylvania
$98K – – –
WB
311
Webster Bank
Connecticut
$97K -$15.2K -400 -10%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$97K +$17.7K +468 +15%
BWA
313
Burt Wealth Advisors
Maryland
$96K – – –
LC
314
Lindbrook Capital
California
$91K +$33.3K +878 +35%
TF
315
Tompkins Financial
New York
$83K – – –
PI
316
PEAK6 Investments
Illinois
$83K +$117K +3,099 New
PHK
317
Point72 Hong Kong
Hong Kong
$79K -$23.4K -617 -17%
IA
318
IFP Advisors
Florida
$77K +$3.11K +82 +3%
LWCFA
319
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K – – –
FANJ
320
Financial Architects (New Jersey)
New Jersey
$76K +$78.7K +2,079 +276%
NIT
321
NumerixS Investment Technologies
British Columbia, Canada
$75K +$106K +2,802 New
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$74K +$26.2K +693 +33%
IUHSA
323
Itau Unibanco Holding S.A.
Brazil
$73K +$33.1K +875 +47%
NICM
324
Neo Ivy Capital Management
New York
$72K +$102K +2,692 New
FCT
325
Family Capital Trust
Massachusetts
$68K – – –