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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
751
Wealthspire Advisors (Maryland)
Maryland
$83K +$16.4K +154 +27%
NYLT
752
New York Life Trust
New York
$82K +$57.1K +537 +289%
S
753
SignatureFD
Georgia
$67K +$14.3K +134 +29%
AssetMark Inc
754
AssetMark Inc
California
$64K -$11.4K -107 -16%
FWM
755
Focused Wealth Management
New York
$64K -$7.02K -66 -10%
HCC
756
Hirtle Callaghan & Co
Pennsylvania
$61K
CAW
757
Cornerstone Advisors (Washington)
Washington
$57K
BIG
758
Bellwether Investment Group
Tennessee
$56K +$52.1K +490 New
NSIM
759
North Star Investment Management
Illinois
$51K -$27.9K -262 -37%
AP
760
Atwood & Palmer
Missouri
$45K
First Manhattan
761
First Manhattan
New York
$44K
PMFA
762
Plante Moran Financial Advisors
Michigan
$41K -$63.9K -600 -62%
VIA
763
Vantage Investment Advisors
Pennsylvania
$41K
BL
764
Balentine LLC
Georgia
$41K +$38.4K +361 New
TWA
765
TCI Wealth Advisors
Arizona
$40K -$5.43K -51 -13%
OSNBOA
766
Old Second National Bank of Aurora
Illinois
$40K
BWA
767
Burt Wealth Advisors
Maryland
$37K
ED
768
Exane Derivatives
France
$36.6K -$166K -1,558 -83%
AIM
769
Advantage Investment Management
Iowa
$34K
ZB
770
Zions Bancorporation
Utah
$33K -$2.13K -20 -6%
JFA
771
JNBA Financial Advisors
Minnesota
$31K
JCM
772
Jacobi Capital Management
Pennsylvania
$28K +$26.7K +251 New
FFC
773
First Financial Corp
Indiana
$27K -$676K -6,350 -96%
AIS
774
Accurate Investment Solutions
Pennsylvania
$27K
AF
775
Allworth Financial
California
$25K +$21.3K +200 +833%