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Name Holding Trade Value Shares
Change
Change in
Stake
ST
376
Smithfield Trust
Pennsylvania
$66K – – –
AA
377
Addison Advisors
Vermont
$66K +$67.2K +1,200 New
PMAS
378
PNC Managed Account Solutions
Texas
$58K +$59.4K +1,061 New
CWP
379
Concord Wealth Partners
Virginia
$57K +$11.1K +198 +23%
GI
380
Gradient Investments
Minnesota
$55K – – –
FMT
381
First Mercantile Trust
Tennessee
$52K -$5.93K -106 -10%
CT
382
Caldwell Trust
Florida
$49.2K – – –
BAM
383
Barrett Asset Management
New York
$49K – – –
Lazard Asset Management
384
Lazard Asset Management
New York
$49K – – –
DAM
385
Delta Asset Management
Tennessee
$47K – – –
GWM
386
Geneos Wealth Management
Colorado
$46K -$17.9K -319 -27%
FF
387
FourThought Financial
Florida
$45K – – –
SAM
388
Shell Asset Management
Netherlands
$42K -$29.8K -532 -41%
CYG
389
Clean Yield Group
Vermont
$42K +$42.7K +763 New
Loomis, Sayles & Company
390
Loomis, Sayles & Company
Massachusetts
$36K -$7.17K -128 -16%
EBA
391
Eagle Bay Advisors
New York
$36K +$36.1K +644 New
SPIA
392
Steward Partners Investment Advisory
New York
$35K -$5.6K -100 -13%
TFO
393
Tarbox Family Office
California
$32K – – –
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.5K – – –
FHC
395
First Horizon Corporation
Tennessee
$30K – – –
TPCW
396
TD Private Client Wealth
New York
$29.7K +$560 +10 +2%
LB
397
Legacy Bridge
Iowa
$29K – – –
APA
398
American Portfolios Advisors
New York
$28.4K +$1.01K +18 +4%
FHA
399
First Horizon Advisors
Tennessee
$28K -$336 -6 -1%
CI
400
CX Institutional
Indiana
$27K +$3.08K +55 +13%