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Gen Digital

Name Holding Trade Value Shares
Change
Change in
Stake
HI
401
Human Investing
Oregon
$144K +$120K +5,950 +597%
RFA
402
Reilly Financial Advisors
California
$133K
SFS
403
Sowell Financial Services
Arkansas
$133K +$47.7K +2,362 +59%
LS
404
Livforsakringsbolaget Skandia
Sweden
$128K
HNB
405
Huntington National Bank
Ohio
$109K +$22.2K +1,100 +27%
CFGS
406
Concourse Financial Group Securities
Alabama
$102K -$7.25K -359 -7%
VFA
407
Valeo Financial Advisors
Indiana
$102K +$64.8K +3,209 +190%
MA
408
Montag & Associates
Georgia
$100K +$96.9K +4,800 New
IRC
409
Investors Research Corp
Georgia
$96K
Lazard Asset Management
410
Lazard Asset Management
New York
$95K -$40.9K -2,026 -31%
CAAS
411
Capital Asset Advisory Services
Michigan
$93K +$90.2K +4,469 New
ETC
412
Exchange Traded Concepts
Oklahoma
$92K +$75.2K +3,724 +541%
PCG
413
Private Capital Group
Connecticut
$90K -$21.4K -1,058 -20%
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$87K +$44.6K +2,208 +111%
Bank Julius Baer & Co
415
Bank Julius Baer & Co
Switzerland
$85K -$202 -10 -0.2%
ASN
416
Advisory Services Network
Georgia
$83K -$19.6K -972 -20%
BC
417
Barnett & Company
Tennessee
$78K -$15.1K -750 -16%
VCG
418
Vantage Consulting Group
Virginia
$74K +$71.8K +3,554 New
RE
419
RBC Europe
United Kingdom
$68.6K
IA
420
IFP Advisors
Florida
$64K +$15K +744 +34%
HWA
421
Heritage Wealth Advisors
Virginia
$62K
PA
422
Parallel Advisors
California
$61K -$26.2K -1,297 -31%
AF
423
Allworth Financial
California
$58K +$1.74K +86 +3%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$57K +$14.7K +727 +36%
PWM
425
Perigon Wealth Management
California
$57K +$55.1K +2,729 New