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Henry Schein

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
501
Lenox Wealth Advisors
New York
$8K – – –
SWA
502
SOA Wealth Advisors
New York
$8K +$7.94K +123 New
LWCFA
503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
NFG
504
Next Financial Group
Texas
$6K -$2.58K -40 -32%
SLF
505
Sun Life Financial
Ontario, Canada
$6K -$129 -2 -2%
CFD
506
Creative Financial Designs
Indiana
$5K – – –
EARNEST Partners
507
EARNEST Partners
Georgia
$5K – – –
AWA
508
Arkadios Wealth Advisors
Georgia
$4K – – –
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CHC
510
City Holding Co
West Virginia
$4K – – –
FHC
511
First Horizon Corporation
Tennessee
$4K – – –
VCM
512
Versant Capital Management
Arizona
$4K – – –
PWMG
513
Prestige Wealth Management Group
New Jersey
$4K +$516 +8 +15%
CCA
514
Childress Capital Advisors
Texas
$4K +$3.55K +55 New
Twin Tree Management
515
Twin Tree Management
Texas
$3K -$1.34M -20,722 -100%
CAAS
516
Capital Asset Advisory Services
Michigan
$3K +$2.52K +39 New
VBCG
517
Valley Brook Capital Group
Pennsylvania
$3K +$3.23K +50 New
ABC
518
Associated Banc-Corp
Wisconsin
$2K – – –
SFSIG
519
San Francisco Sentry Investment Group
California
$2K – – –
SL
520
Savior LLC
Massachusetts
$2K – – –
WT
521
Whittier Trust
California
$2K – – –
PFBT
522
Parkside Financial Bank & Trust
Missouri
$2K +$323 +5 +26%
LC
523
Lindbrook Capital
California
$2K +$903 +14 +67%
FGAM
524
Financial Gravity Asset Management
Texas
$2K +$2.13K +33 New
SWA
525
Sutton Wealth Advisors
Florida
$1.6K – – –