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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
351
JNBA Financial Advisors
Minnesota
$41K – – –
CAW
352
Cornerstone Advisors (Washington)
Washington
$39K -$18.8K -558 -33%
MCM
353
Manchester Capital Management
Vermont
$35K – – –
BAM
354
Barrett Asset Management
New York
$31K – – –
CT
355
Caldwell Trust
Florida
$30.9K – – –
Lazard Asset Management
356
Lazard Asset Management
New York
$30K -$3.3K -98 -10%
DAM
357
Delta Asset Management
Tennessee
$30K – – –
SPIA
358
Steward Partners Investment Advisory
New York
$29K +$11.2K +332 +66%
NCM
359
New Capital Management
Texas
$28K – – –
IA
360
IFP Advisors
Florida
$26K -$601K -17,814 -95%
CYG
361
Clean Yield Group
Vermont
$26K – – –
CG
362
Cutler Group
California
$25K +$25.4K +753 New
GT
363
Glenmede Trust
Pennsylvania
$23K -$36.8K -1,093 -61%
FANJ
364
Financial Architects (New Jersey)
New Jersey
$22K – – –
THWM
365
Taylor Hoffman Wealth Management
Virginia
$21K +$20.2K +600 New
TFO
366
Tarbox Family Office
California
$20K +$18.2K +539 +1,225%
APA
367
American Portfolios Advisors
New York
$20K -$5.29K -157 -21%
FHA
368
First Horizon Advisors
Tennessee
$18K – – –
LB
369
Legacy Bridge
Iowa
$18K – – –
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$17K -$31.8K -943 -65%
TIM
371
Tortoise Investment Management
New York
$16K – – –
VFA
372
Valeo Financial Advisors
Indiana
$16K +$876 +26 +6%
NSIM
373
North Star Investment Management
Illinois
$15K -$1.07M -31,732 -99%
FWM
374
Focused Wealth Management
New York
$14K – – –
OCM
375
Ovata Capital Management
Hong Kong
$14K +$14K +416 New