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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Barrett Asset Management
New York
$43K
YWP
402
YorkBridge Wealth Partners
New York
$43K
GSWM
403
Golden State Wealth Management
California
$43K +$42.5K +900 New
S
404
SignatureFD
Georgia
$42K -$17.8K -377 -30%
CYG
405
Clean Yield Group
Vermont
$41K
DAM
406
Delta Asset Management
Tennessee
$41K
CAW
407
Cornerstone Advisors (Washington)
Washington
$39K
NCM
408
New Capital Management
Texas
$39K
GLI
409
Guardian Life Insurance
New York
$38K
CAM
410
Cresset Asset Management
Illinois
$37K -$4.11K -87 -10%
APA
411
American Portfolios Advisors
New York
$35.4K -$23.6K -499 -40%
BWM
412
Baystate Wealth Management
Massachusetts
$33K
GWS
413
Glassman Wealth Services
Virginia
$25K +$15.7K +333 +182%
LB
414
Legacy Bridge
Iowa
$25K +$24.8K +525 New
FHB
415
First Hawaiian Bank
Hawaii
$23K -$1.42K -30 -6%
ASN
416
Advisory Services Network
Georgia
$23K
CIA
417
CSat Investment Advisory
Michigan
$23K +$2.08K +44 +10%
SLF
418
Sun Life Financial
Ontario, Canada
$22K -$14.3K -302 -39%
NSIM
419
North Star Investment Management
Illinois
$22K
FHA
420
First Horizon Advisors
Tennessee
$20K
QCG
421
Quadrant Capital Group
Ohio
$19K
Rockefeller Capital Management
422
Rockefeller Capital Management
New York
$17K +$17.2K +364 New
BCI
423
Brinker Capital Investments
Pennsylvania
$17K +$17.2K +365 New
RIA
424
RPG Investment Advisory
California
$16K
CFGS
425
Concourse Financial Group Securities
Alabama
$16K +$11.1K +235 +216%