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Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WP Advisors
California
$26K +$26.3K +640 New
Loomis, Sayles & Company
227
Loomis, Sayles & Company
Massachusetts
$25K +$25.4K +617 New
DAM
228
Delta Asset Management
Tennessee
$24K
RFC
229
Regions Financial Corp
Alabama
$22K
LC
230
Lindbrook Capital
California
$21K
AF
231
Allworth Financial
California
$19K +$41 +1 +0.2%
CTC
232
Central Trust Company
Missouri
$16K
GT
233
Glenmede Trust
Pennsylvania
$15K +$1.31K +32 +9%
AOWM
234
Alpha Omega Wealth Management
Virginia
$12K
FANJ
235
Financial Architects (New Jersey)
New Jersey
$12K
PO
236
Private Ocean
California
$11K
S
237
SignatureFD
Georgia
$11K +$11K +268 New
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
OIA
239
OneDigital Investment Advisors
Kansas
$9K
CAM
240
Cresset Asset Management
Illinois
$9K +$7.28K +177 +361%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$8.12K
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$8K -$452 -11 -6%
GAM
243
Gemmer Asset Management
California
$8K
PA
244
Parallel Advisors
California
$7K +$3K +73 +75%
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$7K +$6.99K +170 New
SCM
246
Shelton Capital Management
Colorado
$6.59K -$260K -6,321 -96%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$6.05K -$370 -9 -6%
AssetMark Inc
248
AssetMark Inc
California
$6K -$9.08K -221 -59%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.75K +140 New
FCA
250
FinTrust Capital Advisors
South Carolina
$4K -$37.9K -921 -90%