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Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Clearstead Advisors
Ohio
$15K
PMFA
277
Plante Moran Financial Advisors
Michigan
$15K +$53 +1 +0.4%
SWM
278
Selective Wealth Management
Virginia
$15K +$13.2K +250 New
CCA
279
Column Capital Advisors
Indiana
$14K
Pacer Advisors
280
Pacer Advisors
Pennsylvania
$14K +$265 +5 +2%
PA
281
Parallel Advisors
California
$14K +$1.43K +27 +13%
PCG
282
Private Capital Group
Connecticut
$13K -$1.06K -20 -8%
ClearBridge Investments
283
ClearBridge Investments
New York
$13K
SSB
284
Sandy Spring Bank
Maryland
$13K
BWM
285
Baystate Wealth Management
Massachusetts
$13K +$12K +227 New
ST
286
Smithfield Trust
Pennsylvania
$12K -$3.18K -60 -23%
CFFP
287
Center for Financial Planning
Michigan
$12K
BAM
288
Barrett Asset Management
New York
$12K +$10.6K +200 New
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$11K -$1.8K -34 -15%
AssetMark Inc
290
AssetMark Inc
California
$11K
TCOV
291
Trust Company of Vermont
Vermont
$11K
BCA
292
Berman Capital Advisors
Georgia
$11K +$3.76K +71 +55%
LFG
293
Larson Financial Group
Missouri
$11K +$9.7K +183 New
BFC
294
Bedel Financial Consulting
Indiana
$9K
GWS
295
Glassman Wealth Services
Virginia
$9K
TSW
296
Thompson Siegel & Walmsley
Virginia
$9K
SC
297
Sasco Capital
Connecticut
$8K -$10.9K -205 -61%
HPC
298
HM Payson & Co
Maine
$8K
Bessemer Group
299
Bessemer Group
New Jersey
$7K -$34.4K -650 -85%
PB
300
Pinnacle Bancorp
Nebraska
$7K