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Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
776
Montag & Associates
Georgia
$53K +$51K +250 New
OC
777
Oakworth Capital
Alabama
$48K – – –
GFPC
778
Global Financial Private Client
Florida
$46.9K – – –
CH
779
Canton Hathaway
Rhode Island
$42K – – –
NFG
780
Next Financial Group
Texas
$42K +$8.98K +44 +28%
Jones Financial Companies
781
Jones Financial Companies
Missouri
$39K +$37.6K +184 New
CAAS
782
Capital Asset Advisory Services
Michigan
$38K +$36.3K +178 New
CWM
783
Curi Wealth Management
North Carolina
$38K +$37.6K +184 New
AIC
784
Archer Investment Corporation
Indiana
$37K – – –
ME
785
McIlrath & Eck
Washington
$36K – – –
SWA
786
SOA Wealth Advisors
New York
$36K +$32.7K +160 New
GAM
787
Gemmer Asset Management
California
$35K – – –
ZB
788
Zions Bancorporation
Utah
$30K +$204 +1 +0.7%
Harvest Fund Management
789
Harvest Fund Management
China
$29K -$36.1K -177 -56%
LAS
790
Lloyd Advisory Services
Georgia
$29K – – –
SWM
791
Sugarloaf Wealth Management
Georgia
$29K – – –
EARNEST Partners
792
EARNEST Partners
Georgia
$28K – – –
IAIM
793
International Assets Investment Management
Florida
$25K +$23.7K +116 New
FHC
794
First Horizon Corporation
Tennessee
$24K -$1.43K -7 -6%
TFM
795
TFC Financial Management
Massachusetts
$22K – – –
Pathstone Family Office
796
Pathstone Family Office
New Jersey
$22K +$21K +103 +5,150%
VCG
797
Vantage Consulting Group
Virginia
$22K +$21.2K +104 New
SWA
798
Sutton Wealth Advisors
Florida
$21.1K +$1.02K +5 +5%
BWM
799
Baystate Wealth Management
Massachusetts
$21K – – –
Davidson Kempner Capital Management
800
Davidson Kempner Capital Management
New York
$21K – – –