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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
Foresters Investment Management
New York
$113K +$113K +2,367 New
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$109K +$1.14K +24 +1%
CFA
403
Carroll Financial Associates
North Carolina
$104K -$8.38K -176 -8%
SLF
404
Sun Life Financial
Ontario, Canada
$97K +$190 +4 +0.2%
CG
405
Cutler Group
California
$92K +$91.7K +1,926 New
GT
406
Glenmede Trust
Pennsylvania
$78K +$25.7K +540 +49%
BTIS
407
BB&T Investment Services
North Carolina
$76K +$23.6K +495 +47%
GWM
408
Geneos Wealth Management
Colorado
$64K +$11.4K +240 +22%
CB
409
Community Bank
New York
$62K
WAM
410
Wealthspire Advisors (Maryland)
Maryland
$61K +$2.67K +56 +5%
JFA
411
JNBA Financial Advisors
Minnesota
$59K
RFA
412
Reilly Financial Advisors
California
$59K
CAL
413
Capital Advisors Ltd
Ohio
$57K
ST
414
Smithfield Trust
Pennsylvania
$57K
MCM
415
Manchester Capital Management
Vermont
$49K
Lazard Asset Management
416
Lazard Asset Management
New York
$47K
DAM
417
Delta Asset Management
Tennessee
$41K
AAM
418
Advisors Asset Management
Colorado
$40K -$20.5K -431 -34%
FWM
419
Focused Wealth Management
New York
$38K -$71.4K -1,500 -65%
NCM
420
New Capital Management
Texas
$38K
CAW
421
Cornerstone Advisors (Washington)
Washington
$35K
QCG
422
Quadrant Capital Group
Ohio
$33K +$7.23K +152 +26%
BWM
423
Baystate Wealth Management
Massachusetts
$32K
VFA
424
Valeo Financial Advisors
Indiana
$32K +$31.8K +669 New
GLI
425
Guardian Life Insurance
New York
$29K -$286 -6 -1%