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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Advisors Ltd
Ohio
$55K
JFA
352
JNBA Financial Advisors
Minnesota
$54K
ST
353
Smithfield Trust
Pennsylvania
$54K
AA
354
Addison Advisors
Vermont
$54K +$48.2K +1,200 New
GWM
355
Geneos Wealth Management
Colorado
$44K -$55.1K -1,371 -54%
BAM
356
Barrett Asset Management
New York
$41K
CT
357
Caldwell Trust
Florida
$40.5K
Lazard Asset Management
358
Lazard Asset Management
New York
$40K
DAM
359
Delta Asset Management
Tennessee
$39K
FMT
360
First Mercantile Trust
Tennessee
$37K +$22.3K +555 +206%
FF
361
FourThought Financial
Florida
$37K +$33.3K +829 New
NCM
362
New Capital Management
Texas
$36K
CCA
363
Childress Capital Advisors
Texas
$36K +$32K +796 New
GI
364
Gradient Investments
Minnesota
$35K
CYG
365
Clean Yield Group
Vermont
$34K
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$34K +$201 +5 +0.7%
T
367
TOBAM
France
$33K +$29.1K +723 New
S
368
SignatureFD
Georgia
$30K +$7.96K +198 +43%
SPIA
369
Steward Partners Investment Advisory
New York
$28K
PWM
370
Perigon Wealth Management
California
$27K +$24.4K +608 New
TFO
371
Tarbox Family Office
California
$26K
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26K +$23.2K +577 New
APA
373
American Portfolios Advisors
New York
$25.5K +$3.78K +94 +20%
LB
374
Legacy Bridge
Iowa
$24K
IAIM
375
International Assets Investment Management
Florida
$24K +$21.6K +538 New