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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
226
First Personal Financial Services
North Carolina
$66K +$14K +121 +30%
HNB
227
Huntington National Bank
Ohio
$64K
SWA
228
Sutton Wealth Advisors
Florida
$62.9K
Federated Hermes
229
Federated Hermes
Pennsylvania
$53K -$189K -1,639 -79%
FNBT
230
FineMark National Bank & Trust
Florida
$49K -$3K -26 -6%
AG
231
Advisor Group
Arizona
$41K +$14.7K +127 +62%
WEC
232
Winslow Evans & Crocker
Massachusetts
$37.3K
FHA
233
First Horizon Advisors
Tennessee
$36K
Loomis, Sayles & Company
234
Loomis, Sayles & Company
Massachusetts
$31K +$8.08K +70 +39%
WA
235
WealthTrust-Arizona
Arizona
$18K
AIM
236
Advantage Investment Management
Iowa
$17K
GAM
237
Gemmer Asset Management
California
$16K
IA
238
IFP Advisors
Florida
$15K -$5.54K -48 -28%
BAM
239
Bruderman Asset Management
New York
$13K
VIA
240
Vantage Investment Advisors
Pennsylvania
$12K
Bessemer Group
241
Bessemer Group
New Jersey
$11K +$9.82K +85 New
NFG
242
Next Financial Group
Texas
$10K
CB
243
Community Bank
New York
$10K +$9.59K +83 New
CHC
244
City Holding Co
West Virginia
$6K -$8.66K -75 -49%
QCG
245
Quadrant Capital Group
Ohio
$4K
PFBT
246
Parkside Financial Bank & Trust
Missouri
$2K +$1.62K +14 New
RWM
247
Raffa Wealth Management
District of Columbia
$1.74K
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$1K -$2.42K -21 -72%
BWA
249
Burt Wealth Advisors
Maryland
$1K
MFIMFI
250
Mesirow Financial Investment Management - Fixed Income
Illinois
-$18.4M -182,508 Closed