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Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
401
Tower Research Capital (TRC)
New York
$100K -$41.5K -821 -29%
SF
402
Synovus Financial
Georgia
$99K +$100K +1,983 New
APP
403
Avantax Planning Partners
Iowa
$97K +$98.5K +1,949 New
DCM
404
Dupont Capital Management
Delaware
$96K +$97.4K +1,926 New
AIM
405
Assured Investment Management
New York
$82K +$83.3K +1,647 New
GWM
406
Geneos Wealth Management
Colorado
$76K – – –
GT
407
Glenmede Trust
Pennsylvania
$73K – – –
Fuller & Thaler Asset Management
408
Fuller & Thaler Asset Management
California
$70K +$70.8K +1,400 New
WAM
409
Wealthspire Advisors (Maryland)
Maryland
$66K +$1.72K +34 +3%
CB
410
Community Bank
New York
$65K – – –
SWP
411
Stratos Wealth Partners
Ohio
$63K -$992K -19,618 -94%
JFA
412
JNBA Financial Advisors
Minnesota
$60K -$1.62K -32 -3%
CAL
413
Capital Advisors Ltd
Ohio
$60K – – –
ST
414
Smithfield Trust
Pennsylvania
$60K – – –
CAM
415
CenterStar Asset Management
Illinois
$59K – – –
TAM
416
Tiverton Asset Management
Delaware
$55K -$125K -2,464 -69%
MCM
417
Manchester Capital Management
Vermont
$51K – – –
Lazard Asset Management
418
Lazard Asset Management
New York
$49K – – –
BAM
419
Barrett Asset Management
New York
$45K – – –
YWP
420
YorkBridge Wealth Partners
New York
$45K – – –
DAM
421
Delta Asset Management
Tennessee
$43K – – –
CIP
422
Convergence Investment Partners
Florida
$41K +$42.1K +833 New
NCM
423
New Capital Management
Texas
$40K -$8.6K -170 -17%
QCG
424
Quadrant Capital Group
Ohio
$37K +$3.69K +73 +10%
CAW
425
Cornerstone Advisors (Washington)
Washington
$36K – – –