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Name Holding Trade Value Shares
Change
Change in
Stake
SF
401
Synovus Financial
Georgia
$99K +$100K +1,983 New
APP
402
Avantax Planning Partners
Iowa
$97K +$98.5K +1,949 New
DCM
403
Dupont Capital Management
Delaware
$96K +$97.4K +1,926 New
AIM
404
Assured Investment Management
New York
$82K +$83.3K +1,647 New
GWM
405
Geneos Wealth Management
Colorado
$76K
GT
406
Glenmede Trust
Pennsylvania
$73K
Fuller & Thaler Asset Management
407
Fuller & Thaler Asset Management
California
$70K +$70.8K +1,400 New
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$66K +$1.72K +34 +3%
CB
409
Community Bank
New York
$65K
SWP
410
Stratos Wealth Partners
Ohio
$63K -$992K -19,618 -94%
JFA
411
JNBA Financial Advisors
Minnesota
$60K -$1.62K -32 -3%
CAL
412
Capital Advisors Ltd
Ohio
$60K
ST
413
Smithfield Trust
Pennsylvania
$60K
CAM
414
CenterStar Asset Management
Illinois
$59K
TAM
415
Tiverton Asset Management
Delaware
$55K -$125K -2,464 -69%
MCM
416
Manchester Capital Management
Vermont
$51K
Lazard Asset Management
417
Lazard Asset Management
New York
$49K
BAM
418
Barrett Asset Management
New York
$45K
YWP
419
YorkBridge Wealth Partners
New York
$45K
DAM
420
Delta Asset Management
Tennessee
$43K
CIP
421
Convergence Investment Partners
Florida
$41K +$42.1K +833 New
NCM
422
New Capital Management
Texas
$40K -$8.6K -170 -17%
QCG
423
Quadrant Capital Group
Ohio
$37K +$3.69K +73 +10%
CAW
424
Cornerstone Advisors (Washington)
Washington
$36K
VFA
425
Valeo Financial Advisors
Indiana
$35K -$2.02K -40 -5%