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Corpay

Name Holding Trade Value Shares
Change
Change in
Stake
Avior Wealth Management
476
Avior Wealth Management
Nebraska
$17K – – –
PB
477
Pinnacle Bancorp
Nebraska
$17K – – –
PWMG
478
Prestige Wealth Management Group
New Jersey
$16K +$2.61K +11 +22%
RFA
479
Reilly Financial Advisors
California
$14K – – –
TFO
480
Tarbox Family Office
California
$14K +$10.4K +44 +400%
Glenmede Trust
481
Glenmede Trust
Pennsylvania
$13K -$37M -155,988 -100%
Bogart Wealth LLC
482
Bogart Wealth LLC
Virginia
$13K – – –
CAGAS
483
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
JSC
484
Jackson Square Capital
California
$13K – – –
SLF
485
Sun Life Financial
Ontario, Canada
$13K +$237 +1 +2%
LWANC
486
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K -$5.7K -24 -33%
Farmers & Merchants Investments Inc
487
Farmers & Merchants Investments Inc
Nebraska
$11K +$475 +2 +5%
EARNEST Partners
488
EARNEST Partners
Georgia
$10K – – –
CX Institutional
489
CX Institutional
Indiana
$10K +$2.85K +12 +44%
Bartlett & Co Wealth Management
490
Bartlett & Co Wealth Management
Ohio
$9.31K – – –
Truist Financial
491
Truist Financial
North Carolina
$9K -$2.18M -9,180 -100%
AssetMark Inc
492
AssetMark Inc
California
$9K – – –
Bartlett & Co
493
Bartlett & Co
Ohio
$9K – – –
MassMutual Private Wealth & Trust
494
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
RWA
495
Ropes Wealth Advisors
Massachusetts
$9K – – –
Allworth Financial
496
Allworth Financial
California
$8K – – –
GWS
497
Glassman Wealth Services
Virginia
$8K +$2.85K +12 +60%
MF
498
Manchester Financial
California
$7K – – –
MSFP
499
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
WCG
500
Weaver Consulting Group
California
$7K – – –