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Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
251
Sage Financial Management Group
Virginia
$97K +$97.8K +1,068 New
APA
252
American Portfolios Advisors
New York
$63.6K
HL
253
Harding Loevner
New Jersey
$55K
HWMA
254
Heritage Wealth Management (Arizona)
Arizona
$51K +$51.5K +562 New
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$41K -$9.89K -108 -19%
Fidelity Investments
256
Fidelity Investments
Massachusetts
$41K -$3.02K -33 -7%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$39K -$39.2K -428 -50%
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$39K -$14.3K -156 -27%
FHA
259
First Horizon Advisors
Tennessee
$34K +$183 +2 +0.5%
TSW
260
Thompson Siegel & Walmsley
Virginia
$30K
SPIA
261
Steward Partners Investment Advisory
New York
$29.8K
GRP
262
Global Retirement Partners
California
$28K +$4.76K +52 +20%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$28K +$23.2K +253 +389%
MA
264
MUFG Americas
New York
$27K
Toronto Dominion Bank
265
Toronto Dominion Bank
Ontario, Canada
$25K +$25.2K +275 New
CFD
266
Creative Financial Designs
Indiana
$23K
FC
267
FORA Capital
Florida
$21K +$21K +229 New
EVM
268
Eaton Vance Management
Massachusetts
$18K +$17.7K +193 New
IA
269
IFP Advisors
Florida
$17K -$6.13K -67 -26%
SSB
270
Sandy Spring Bank
Maryland
$16K +$16K +175 New
KFI
271
Key Financial Inc
Pennsylvania
$14K
Bessemer Group
272
Bessemer Group
New Jersey
$14K +$6.13K +67 +82%
QCG
273
Quadrant Capital Group
Ohio
$12K
LWM
274
Liberty Wealth Management
California
$10K
PA
275
Parallel Advisors
California
$10K +$549 +6 +6%