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Name Holding Trade Value Shares
Change
Change in
Stake
ST
401
Smithfield Trust
Pennsylvania
$56K
JFA
402
JNBA Financial Advisors
Minnesota
$56K +$30.2K +689 +135%
GWM
403
Geneos Wealth Management
Colorado
$52K
GLI
404
Guardian Life Insurance
New York
$50K +$2.63K +60 +6%
Lazard Asset Management
405
Lazard Asset Management
New York
$49K
MFS
406
MSI Financial Services
Massachusetts
$49K +$7.59K +173 +20%
MCM
407
Manchester Capital Management
Vermont
$48K
KT
408
Kanaly Trust
Texas
$47K
PFS
409
Physicians Financial Services
North Carolina
$47K
DAM
410
Delta Asset Management
Tennessee
$40K
YWP
411
YorkBridge Wealth Partners
New York
$40K +$39.5K +900 New
GT
412
Glenmede Trust
Pennsylvania
$38K +$8.99K +205 +32%
NCM
413
New Capital Management
Texas
$38K +$35.3K +804 New
PIA
414
Piedmont Investment Advisors
North Carolina
$37.1K +$34.1K +777 +5,180%
QCG
415
Quadrant Capital Group
Ohio
$35K
CAW
416
Cornerstone Advisors (Washington)
Washington
$34K
PA
417
Parallel Advisors
California
$33K +$30.5K +696 New
PHK
418
Point72 Hong Kong
Hong Kong
$32K +$30.3K +691 New
BWM
419
Baystate Wealth Management
Massachusetts
$31K +$28.9K +658 New
NSIM
420
North Star Investment Management
Illinois
$26K
Twin Tree Management
421
Twin Tree Management
Texas
$24K -$16.6K -379 -43%
FPFS
422
First Personal Financial Services
North Carolina
$23K
TWA
423
TCI Wealth Advisors
Arizona
$15K
VCM
424
Versant Capital Management
Arizona
$14K +$395 +9 +3%
WTC
425
WhitTier Trust Company
Nevada
$13K -$7.11K -162 -37%