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Gen Digital

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
501
QCI Asset Management
New York
$16K -$10.6K -500 -42%
CWM
502
Cranbrook Wealth Management
Michigan
$15K – – –
VIA
503
Vantage Investment Advisors
Pennsylvania
$15K +$8.95K +421 +188%
ST
504
Stifel Trust
Missouri
$14K – – –
CA
505
CapWealth Advisors
Tennessee
$13K -$10.6K -500 -48%
Bessemer Group
506
Bessemer Group
New Jersey
$11K -$15.9M -749,315 -100%
OSNBOA
507
Old Second National Bank of Aurora
Illinois
$11K +$10.1K +475 New
GAM
508
Gemmer Asset Management
California
$10K – – –
PTC
509
Private Trust Company
Ohio
$9K -$2.19K -103 -21%
SF
510
Synovus Financial
Georgia
$9K – – –
HCC
511
Hirtle Callaghan & Co
Pennsylvania
$8K – – –
TFO
512
Tarbox Family Office
California
$8K – – –
FFC
513
First Financial Corp
Indiana
$7K – – –
WTB
514
Washington Trust Bank
Washington
$6K +$5.48K +258 New
BBHC
515
Brown Brothers Harriman & Co
New York
$5K – – –
OIA
516
Optimum Investment Advisors
Illinois
$5K – – –
WA
517
Waverly Advisors
Alabama
$5K +$4.91K +231 New
OC
518
Oakworth Capital
Alabama
$4K -$2.44K -115 -42%
CAW
519
Cornerstone Advisors (Washington)
Washington
$4K – – –
RFS
520
Rockefeller Financial Services
New York
$4K – – –
PMFA
521
Plante Moran Financial Advisors
Michigan
$4K +$3.51K +165 New
WA
522
WFG Advisors
Texas
$3K +$21 +1 +0.8%
FNBT
523
FineMark National Bank & Trust
Florida
$2K -$157K -7,400 -99%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$2K – – –
PAS
525
Partnervest Advisory Services
California
$2K – – –