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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
351
Cornerstone Advisors (Washington)
Washington
$39K -$18.8K -558 -33%
MCM
352
Manchester Capital Management
Vermont
$35K
BAM
353
Barrett Asset Management
New York
$31K
CT
354
Caldwell Trust
Florida
$30.9K
Lazard Asset Management
355
Lazard Asset Management
New York
$30K -$3.3K -98 -10%
DAM
356
Delta Asset Management
Tennessee
$30K
SPIA
357
Steward Partners Investment Advisory
New York
$29K +$11.2K +332 +66%
NCM
358
New Capital Management
Texas
$28K
IA
359
IFP Advisors
Florida
$26K -$601K -17,814 -95%
CYG
360
Clean Yield Group
Vermont
$26K
CG
361
Cutler Group
California
$25K +$25.4K +753 New
GT
362
Glenmede Trust
Pennsylvania
$23K -$36.8K -1,093 -61%
FANJ
363
Financial Architects (New Jersey)
New Jersey
$22K
THWM
364
Taylor Hoffman Wealth Management
Virginia
$21K +$20.2K +600 New
TFO
365
Tarbox Family Office
California
$20K +$18.2K +539 +1,225%
APA
366
American Portfolios Advisors
New York
$20K -$5.29K -157 -21%
FHA
367
First Horizon Advisors
Tennessee
$18K
LB
368
Legacy Bridge
Iowa
$18K
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$17K -$31.8K -943 -65%
TIM
370
Tortoise Investment Management
New York
$16K
VFA
371
Valeo Financial Advisors
Indiana
$16K +$876 +26 +6%
NSIM
372
North Star Investment Management
Illinois
$15K -$1.07M -31,732 -99%
FWM
373
Focused Wealth Management
New York
$14K
OCM
374
Ovata Capital Management
Hong Kong
$14K +$14K +416 New
NIMC
375
NWQ Investment Management Company
California
$13.7K -$3.29M -97,476 -20%