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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Advisors Ltd
Ohio
$63K
JFA
352
JNBA Financial Advisors
Minnesota
$62K
ST
353
Smithfield Trust
Pennsylvania
$62K
CG
354
Cutler Group
California
$59K +$39K +800 +227%
FMT
355
First Mercantile Trust
Tennessee
$54K +$11.2K +229 +28%
GI
356
Gradient Investments
Minnesota
$52K +$49 +1 +0.1%
CT
357
Caldwell Trust
Florida
$46.2K
BAM
358
Barrett Asset Management
New York
$46K
Lazard Asset Management
359
Lazard Asset Management
New York
$46K
DAM
360
Delta Asset Management
Tennessee
$44K
CWP
361
Concord Wealth Partners
Virginia
$44K +$41.4K +850 New
FF
362
FourThought Financial
Florida
$42K
NCM
363
New Capital Management
Texas
$41K
Loomis, Sayles & Company
364
Loomis, Sayles & Company
Massachusetts
$41K +$1.51K +31 +4%
SPIA
365
Steward Partners Investment Advisory
New York
$38.1K +$5.36K +110 +17%
S
366
SignatureFD
Georgia
$34K
TFO
367
Tarbox Family Office
California
$30K -$195 -4 -0.7%
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K
FHC
369
First Horizon Corporation
Tennessee
$28K +$21.4K +439 +375%
TPCW
370
TD Private Client Wealth
New York
$27.4K +$10.2K +210 +65%
LB
371
Legacy Bridge
Iowa
$27K
FHA
372
First Horizon Advisors
Tennessee
$27K +$438 +9 +2%
Rockefeller Capital Management
373
Rockefeller Capital Management
New York
$26K +$5.21K +107 +27%
APA
374
American Portfolios Advisors
New York
$25.7K -$3.17K -65 -11%
IAIM
375
International Assets Investment Management
Florida
$24K