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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
676
Pinnacle Financial Partners (Tennessee)
Tennessee
$40.9M -$460K -2,920 -1%
Lido Advisors
677
Lido Advisors
California
$40.9M +$933K +5,920 +2%
TCOV
678
Trust Company of Vermont
Vermont
$40.8M -$609K -3,860 -1%
WCA
679
Whetstone Capital Advisors
Kansas
$40.7M -$262K -1,660 -0.6%
DLA
680
Douglas Lane & Associates
New York
$40.7M +$277K +1,760 +0.7%
CCA
681
Cobblestone Capital Advisors
New York
$40.6M -$1.78M -11,260 -4%
GT
682
Glenview Trust
Kentucky
$40.4M -$2.91M -18,460 -7%
PCM
683
Parsons Capital Management
Rhode Island
$40.4M -$183K -1,160 -0.4%
FSA
684
Franklin Street Advisors
North Carolina
$40.2M +$404K +2,560 +1%
CCMG
685
Clark Capital Management Group
Pennsylvania
$40M -$2.02M -12,820 -5%
SW
686
SteelPeak Wealth
California
$39.7M +$4.44M +28,180 +13%
AMI
687
Amica Mutual Insurance
Rhode Island
$39.3M +$1.94M +12,300 +5%
SAM
688
Silvercrest Asset Management
New York
$39.2M +$44.1K +280 +0.1%
ZCM
689
Ziegler Capital Management
Illinois
$39.1M -$55.2M -350,140 -58%
FCH
690
Freestone Capital Holdings
Washington
$39M +$467K +2,960 +1%
AIP
691
ARS Investment Partners
New York
$39M -$467K -2,960 -1%
IP
692
Interval Partners
New York
$38.9M +$568K +3,600 +1%
BFO
693
Boston Family Office
Massachusetts
$38.8M -$1.02M -6,440 -3%
NC
694
Nightview Capital
Texas
$38.8M -$504K -3,200 -1%
JWCA
695
J.W. Cole Advisors
Florida
$38.7M +$22M +139,260 +131%
WA
696
WestEnd Advisors
North Carolina
$38.6M -$4.99M -31,680 -11%
LIA
697
LS Investment Advisors
Michigan
$38.5M +$1.18M +7,480 +3%
LFAS
698
Level Four Advisory Services
Texas
$38.5M -$2.48M -15,720 -6%
AI
699
Atria Investments
North Carolina
$38.5M +$1.6M +10,140 +4%
V
700
Veritable
Delaware
$38.4M -$284K -1,800 -0.7%