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Concentrix

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
$12.6K +$14.6K +274 New
LI
277
LRI Investments
Florida
$12.5K
ASN
278
Advisory Services Network
Georgia
$11.2K +$13K +244 New
BCWM
279
Bartlett & Co Wealth Management
Ohio
$10.5K
WSFS
280
Wilmington Savings Fund Society
Delaware
$10.2K +$1.12K +21 +11%
MCM
281
Manchester Capital Management
Vermont
$9.23K
VNA
282
Valley National Advisers
Pennsylvania
$9K
SPIA
283
Steward Partners Investment Advisory
New York
$8.89K +$53 +1 +0.5%
IBOK
284
Independence Bank of Kentucky
Kentucky
$8.77K
PA
285
Parallel Advisors
California
$8.17K -$213 -4 -2%
WA
286
WPG Advisers
Maryland
$8.08K +$267 +5 +3%
BIA
287
Bell Investment Advisors
California
$7.94K -$1.17K -22 -11%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$7.38K
SFCL
289
Strengthening Families & Communities LLC
Massachusetts
$5.81K
Jones Financial Companies
290
Jones Financial Companies
Missouri
$4.82K -$3.04K -57 -36%
DB
291
Danske Bank
Denmark
$4.62K -$6.19K -116 -54%
AWM
292
AllSquare Wealth Management
New York
$4.62K
Canada Pension Plan Investment Board
293
Canada Pension Plan Investment Board
Ontario, Canada
$4.62K +$5.33K +100 New
BBHC
294
Brown Brothers Harriman & Co
New York
$4.43K +$5.12K +96 New
SS
295
Sunbelt Securities
Texas
$4.25K +$2.24K +42 +84%
N
296
Natixis
France
$3.97K -$1.88M -35,323 -100%
MA
297
MCF Advisors
Kentucky
$3.92K
TFA
298
Transamerica Financial Advisors
Florida
$3.88K +$4.48K +84 New
Mitsubishi UFJ Asset Management
299
Mitsubishi UFJ Asset Management
Japan
$3.69K
RFP
300
Root Financial Partners
California
$3.65K +$4.21K +79 New