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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
401
JNBA Financial Advisors
Minnesota
$55K +$56.6K +1,200 New
MA
402
MUFG Americas
New York
$53K +$1.18K +25 +2%
SCP
403
Stamos Capital Partners
California
$53K +$55.1K +1,170 New
IA
404
IFP Advisors
Florida
$52K -$123K -2,612 -69%
MCM
405
Manchester Capital Management
Vermont
$50K – – –
MWNA
406
Marshall Wace North America
New York
$48K -$635K -13,473 -93%
FNBOSM
407
First National Bank of South Miami
Florida
$48K +$47.1K +1,000 New
BWA
408
BDO Wealth Advisors
Florida
$46K – – –
Lazard Asset Management
409
Lazard Asset Management
New York
$45K – – –
GT
410
Glenmede Trust
Pennsylvania
$44K +$46.2K +980 New
VFA
411
Valeo Financial Advisors
Indiana
$43K -$1.55K -33 -3%
JA
412
JOYN Advisors
Georgia
$43K +$34.3K +728 +339%
BAM
413
Barrett Asset Management
New York
$41K – – –
YWP
414
YorkBridge Wealth Partners
New York
$41K – – –
DAM
415
Delta Asset Management
Tennessee
$39K – – –
CAM
416
Cresset Asset Management
Illinois
$39K +$40.4K +857 New
CYG
417
Clean Yield Group
Vermont
$39K +$40.7K +863 New
NCM
418
New Capital Management
Texas
$37K – – –
CAW
419
Cornerstone Advisors (Washington)
Washington
$37K +$2.45K +52 +7%
PA
420
Parallel Advisors
California
$36K -$32.4K -688 -46%
GLI
421
Guardian Life Insurance
New York
$36K -$236 -5 -0.6%
KA
422
Kaizen Advisory
Illinois
$36K +$4.62K +98 +14%
SLF
423
Sun Life Financial
Ontario, Canada
$35K +$189 +4 +0.5%
BWM
424
Baystate Wealth Management
Massachusetts
$32K – – –
ONST
425
Old North State Trust
North Carolina
$28K – – –