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Name Holding Trade Value Shares
Change
Change in
Stake
GT
401
Glenmede Trust
Pennsylvania
$46K +$47 +1 +0.1%
VFA
402
Valeo Financial Advisors
Indiana
$46K +$378 +8 +0.8%
BAM
403
Barrett Asset Management
New York
$43K – – –
YWP
404
YorkBridge Wealth Partners
New York
$43K – – –
GSWM
405
Golden State Wealth Management
California
$43K +$42.5K +900 New
S
406
SignatureFD
Georgia
$42K -$17.8K -377 -30%
CYG
407
Clean Yield Group
Vermont
$41K – – –
DAM
408
Delta Asset Management
Tennessee
$41K – – –
CAW
409
Cornerstone Advisors (Washington)
Washington
$39K – – –
NCM
410
New Capital Management
Texas
$39K – – –
GLI
411
Guardian Life Insurance
New York
$38K – – –
CAM
412
Cresset Asset Management
Illinois
$37K -$4.11K -87 -10%
APA
413
American Portfolios Advisors
New York
$35.4K -$23.6K -499 -40%
BWM
414
Baystate Wealth Management
Massachusetts
$33K – – –
GWS
415
Glassman Wealth Services
Virginia
$25K +$15.7K +333 +182%
LB
416
Legacy Bridge
Iowa
$25K +$24.8K +525 New
FHB
417
First Hawaiian Bank
Hawaii
$23K -$1.42K -30 -6%
ASN
418
Advisory Services Network
Georgia
$23K – – –
CIA
419
CSat Investment Advisory
Michigan
$23K +$2.08K +44 +10%
SLF
420
Sun Life Financial
Ontario, Canada
$22K -$14.3K -302 -39%
NSIM
421
North Star Investment Management
Illinois
$22K – – –
FHA
422
First Horizon Advisors
Tennessee
$20K – – –
QCG
423
Quadrant Capital Group
Ohio
$19K – – –
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$17K +$17.2K +364 New
BCI
425
Brinker Capital Investments
Pennsylvania
$17K +$17.2K +365 New