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Name Holding Trade Value Shares
Change
Change in
Stake
GT
751
Glenmede Trust
Pennsylvania
$79.5K +$3.97M +99,077 +5%
JCM
752
Jacobi Capital Management
Pennsylvania
$75K
PWMG
753
Prestige Wealth Management Group
New Jersey
$70K -$78.8K -1,965 -52%
CBT
754
Capital Bank & Trust
California
$70K
WAM
755
Wolverine Asset Management
Illinois
$69K +$72K +1,794 New
FWM
756
Focused Wealth Management
New York
$68K -$10K -250 -13%
RCAG
757
Rehmann Capital Advisory Group
Michigan
$64.4K +$31K +774 +88%
GWAG
758
Garrett Wealth Advisory Group
Texas
$62K +$63.8K +1,591 New
Loomis, Sayles & Company
759
Loomis, Sayles & Company
Massachusetts
$61K +$62.5K +1,559 New
BWP
760
Baldwin Wealth Partners
Massachusetts
$59K -$277K -6,917 -82%
FCB
761
First Command Bank
Texas
$57K +$8.02K +200 +16%
FCFS
762
First Command Financial Services
Texas
$57K +$8.02K +200 +16%
Capstone Investment Advisors
763
Capstone Investment Advisors
New York
$55K -$3.13K -78 -5%
FMB
764
Field & Main Bank
Kentucky
$55K +$56.2K +1,400 New
NSIM
765
North Star Investment Management
Illinois
$55K +$56.8K +1,415 New
CQS
766
Credential Qtrade Securities
$54.8K -$116K -2,892 -67%
CAW
767
Cornerstone Advisors (Washington)
Washington
$54K +$6.82K +170 +14%
KAS
768
Kemnay Advisory Services
New York
$52K
HWA
769
Heritage Wealth Advisors
Virginia
$50K -$3.61K -90 -7%
AA
770
AlphaMark Advisors
Kentucky
$50K
RA
771
Rational Advisors
New York
$47K -$247K -6,146 -84%
CAGAS
772
Capital Advisory Group Advisory Services
Minnesota
$47K
HFM
773
Harvest Fund Management
China
$46K -$87K -2,170 -65%
LC
774
Lindbrook Capital
California
$46K -$3.89K -97 -8%
FRA
775
Front Row Advisors
California
$46K -$2.89K -72 -6%