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First Horizon

Name Holding Trade Value Shares
Change
Change in
Stake
DT
401
Diversified Trust
Tennessee
$164K
ECM
402
Evergreen Capital Management
Washington
$164K +$160K +10,061 New
EI
403
Ellevest Inc
New York
$158K -$3.87K -243 -2%
AAM
404
Advisors Asset Management
Colorado
$148K +$144K +9,058 New
CCM
405
Coldstream Capital Management
Washington
$138K -$812 -51 -0.3%
KPCM
406
Kings Point Capital Management
New York
$138K
SWM
407
Spire Wealth Management
Virginia
$132K +$77.1K +4,840 +148%
SIC
408
Salem Investment Counselors
North Carolina
$128K
AF
409
Allworth Financial
California
$119K +$107K +6,715 +1,184%
CFA
410
Carroll Financial Associates
North Carolina
$110K +$685 +43 +0.6%
IA
411
IFP Advisors
Florida
$107K -$45.4K -2,848 -30%
BG
412
Bollard Group
Massachusetts
$106K +$892 +56 +0.9%
BCA
413
Berman Capital Advisors
Georgia
$97K -$1.59K -100 -2%
SPIA
414
Steward Partners Investment Advisory
New York
$91K -$794K -49,820 -90%
GWM
415
Geneos Wealth Management
Colorado
$90K -$4.27K -268 -5%
LIM
416
Longfellow Investment Management
Massachusetts
$89K
LS
417
Leelyn Smith
Illinois
$89K +$48K +3,010 +124%
SMG
418
Spectrum Management Group
Indiana
$87K +$85.4K +5,360 New
SAM
419
Storebrand Asset Management
Norway
$80.8K +$7.28K +457 +10%
FF
420
FourThought Financial
Florida
$75K -$57.5K -3,610 -44%
SN
421
Sittner & Nelson
Oregon
$65K
CWC
422
Carolinas Wealth Consulting
North Carolina
$64K
NFG
423
Next Financial Group
Texas
$58K +$19.6K +1,231 +53%
AA
424
Ancora Advisors
Ohio
$57K
HNB
425
Huntington National Bank
Ohio
$52K -$12.3K -770 -19%