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Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$52K -$123K -2,612 -69%
MCM
402
Manchester Capital Management
Vermont
$50K
MWNA
403
Marshall Wace North America
New York
$48K -$635K -13,473 -93%
FNBOSM
404
First National Bank of South Miami
Florida
$48K +$47.1K +1,000 New
BWA
405
BDO Wealth Advisors
Florida
$46K
Lazard Asset Management
406
Lazard Asset Management
New York
$45K
VFA
407
Valeo Financial Advisors
Indiana
$43K -$1.55K -33 -3%
JA
408
JOYN Advisors
Georgia
$43K +$34.3K +728 +339%
BAM
409
Barrett Asset Management
New York
$41K
YWP
410
YorkBridge Wealth Partners
New York
$41K
DAM
411
Delta Asset Management
Tennessee
$39K
CAM
412
Cresset Asset Management
Illinois
$39K +$40.4K +857 New
CYG
413
Clean Yield Group
Vermont
$39K +$40.7K +863 New
NCM
414
New Capital Management
Texas
$37K
CAW
415
Cornerstone Advisors (Washington)
Washington
$37K +$2.45K +52 +7%
PA
416
Parallel Advisors
California
$36K -$32.4K -688 -46%
GLI
417
Guardian Life Insurance
New York
$36K -$236 -5 -0.6%
KA
418
Kaizen Advisory
Illinois
$36K +$4.62K +98 +14%
SLF
419
Sun Life Financial
Ontario, Canada
$35K +$189 +4 +0.5%
BWM
420
Baystate Wealth Management
Massachusetts
$32K
ONST
421
Old North State Trust
North Carolina
$28K
FHB
422
First Hawaiian Bank
Hawaii
$23K -$2.07K -44 -8%
SMFS
423
Squar Milner Financial Services
California
$22K -$169K -3,580 -88%
AAMU
424
Amundi Asset Management US
Massachusetts
$21.8K -$1.96M -41,626 -8%
ASN
425
Advisory Services Network
Georgia
$21K