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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$185K -$32.9K -648 -16%
GWM
352
Geneos Wealth Management
Colorado
$166K +$15.7K +310 +11%
HNB
353
Huntington National Bank
Ohio
$151K +$55.9K +1,100 +67%
YWP
354
YorkBridge Wealth Partners
New York
$138K -$14K -276 -10%
PA
355
Parallel Advisors
California
$129K
FDCDDQ
356
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K
CPA
357
Clear Perspective Advisors
Illinois
$121K
WTC
358
WhitTier Trust Company
Nevada
$111K +$4.37K +86 +4%
GT
359
Glenmede Trust
Pennsylvania
$100K +$6.6K +130 +8%
RE
360
RBC Europe
United Kingdom
$93.5K +$86.1K +1,696 New
CG
361
Cutler Group
California
$88K +$81.6K +1,606 New
VFA
362
Valeo Financial Advisors
Indiana
$87K +$79.8K +1,572 New
PFBT
363
Parkside Financial Bank & Trust
Missouri
$66K -$914 -18 -1%
WA
364
WealthTrust-Arizona
Arizona
$66K
Credit Agricole
365
Credit Agricole
France
$63K -$411K -8,100 -88%
Bessemer Group
366
Bessemer Group
New Jersey
$62K +$57.1K +1,124 New
TCM
367
Tradewinds Capital Management
Washington
$55K
ST
368
Smithfield Trust
Pennsylvania
$55K +$40.6K +800 +400%
CHP
369
Cable Hill Partners
Oregon
$46K -$711 -14 -2%
LF
370
Lee Financial
Texas
$46K +$25.4K +500 +156%
LWCFA
371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K +$40.6K +800 New
LJHT
372
Laurie J. Hall Trustee
$41.9K -$1.02K -20 -3%
GT
373
Greenleaf Trust
Michigan
$37K +$34.2K +674 New
AssetMark Inc
374
AssetMark Inc
California
$33K -$15.5K -306 -34%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$32K +$6.8K +134 +31%