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First Horizon

Name Holding Trade Value Shares
Change
Change in
Stake
GT
276
Glenmede Trust
Pennsylvania
$43K
TFS
277
TrustCore Financial Services
Tennessee
$41K
MYIA
278
Mount Yale Investment Advisors
Colorado
$40K +$41.4K +2,103 New
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$35K +$1.44K +73 +4%
TFA
280
Toth Financial Advisory
Virginia
$35K +$36.5K +1,850 New
WCM
281
Whitener Capital Management
North Carolina
$28K +$4.73K +240 +19%
BWA
282
BDO Wealth Advisors
Florida
$28K +$29.6K +1,500 New
MIFH
283
Migdal Insurance & Financial Holdings
Israel
$26K +$10.5K +532 +62%
LNB
284
Ledyard National Bank
$22K
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$22K +$23.5K +1,194 New
JA
286
JOYN Advisors
Georgia
$20K +$20.9K +1,059 New
IA
287
IFP Advisors
Florida
$17K
GAM
288
Gemmer Asset Management
California
$14K +$6.9K +350 +92%
VCM
289
Versant Capital Management
Arizona
$13K
FC
290
Ferris Capital
Massachusetts
$12K +$12.3K +623 New
OC
291
Oakworth Capital
Alabama
$12K +$12.7K +643 New
BA
292
Ballew Advisors
Mississippi
$11K +$11.9K +602 New
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$11K +$11.5K +582 New
TI
294
Truepoint Inc
Ohio
$10.7K -$206K -10,459 -98%
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$10K -$217 -11 -2%
PCG
296
Private Capital Group
Connecticut
$9K
RWA
297
Ropes Wealth Advisors
Massachusetts
$9K +$9.34K +474 New
MOS
298
MGO One Seven
Ohio
$7K +$5.32K +270 +221%
APP
299
Avantax Planning Partners
Iowa
$6K +$6.44K +327 New
AF
300
Allworth Financial
California
$5K