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Henry Schein

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$45K -$6.47K -102 -10%
AssetMark Inc
452
AssetMark Inc
California
$44K -$17.7K -279 -24%
TIM
453
Tortoise Investment Management
New York
$43K
SF
454
Synovus Financial
Georgia
$40K +$7.29K +115 +17%
CAW
455
Cornerstone Advisors (Washington)
Washington
$39K +$12.1K +191 +32%
MAM
456
Marquette Asset Management
Minnesota
$38K
CAC
457
Certified Advisory Corp
Florida
$36K +$6.34K +100 +16%
SIA
458
SeaBridge Investment Advisors
New Jersey
$35K
CA
459
Clearstead Advisors
Ohio
$35K +$44.1K +695 New
GWS
460
Glassman Wealth Services
Virginia
$33K +$63 +1 +0.2%
FHA
461
Flagship Harbor Advisors
Massachusetts
$30K +$38.1K +600 New
HPC
462
HM Payson & Co
Maine
$29K -$102K -1,612 -74%
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K -$51.7K -815 -61%
APA
464
American Portfolios Advisors
New York
$22.9K -$46K -725 -62%
PAI
465
Pittenger & Anderson Inc
Nebraska
$22K -$3.75M -59,090 -99%
CCA
466
Column Capital Advisors
Indiana
$22K -$83.4K -1,315 -75%
KPCM
467
Kings Point Capital Management
New York
$20K
OIA
468
Optimum Investment Advisors
Illinois
$20K
WTC
469
WhitTier Trust Company
Nevada
$19K
AIM
470
Aigen Investment Management
New York
$18K +$22.6K +357 New
KFS
471
Kelly Financial Services
Massachusetts
$17.6K +$1.46K +23 +7%
PMFA
472
Plante Moran Financial Advisors
Michigan
$17K
PP
473
PrairieView Partners
Minnesota
$16K +$19.9K +314 New
CFB
474
Cullen/Frost Bankers
Texas
$15K -$12.4K -196 -40%
ADL
475
Asset Dedication LLC
California
$15K