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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
401
Front Row Advisors
California
$4K
Loomis, Sayles & Company
402
Loomis, Sayles & Company
Massachusetts
$4K
TF
403
Tompkins Financial
New York
$4K
S
404
SignatureFD
Georgia
$4K +$281 +2 +9%
FHC
405
First Horizon Corporation
Tennessee
$4K +$1.27K +9 +50%
APA
406
American Portfolios Advisors
New York
$3.98K +$985 +7 +39%
CTC
407
Central Trust Company
Missouri
$3K
AssetMark Inc
408
AssetMark Inc
California
$2K -$1.97K -14 -58%
BWM
409
Baystate Wealth Management
Massachusetts
$2K
HR
410
Howe & Rusling
New York
$2K
PFPT
411
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K
Kayne Anderson Rudnick Investment Management
412
Kayne Anderson Rudnick Investment Management
California
$2K +$703 +5 +63%
BC
413
Bartlett & Co
Ohio
$2K +$1.55K +11 New
CWP
414
Concord Wealth Partners
Virginia
$2K +$1.97K +14 New
BCWM
415
Bartlett & Co Wealth Management
Ohio
$1.75K +$1.55K +11 New
APC
416
Aspire Private Capital
North Carolina
$1K
CI
417
CX Institutional
Indiana
$1K
IRC
418
Investors Research Corp
Georgia
$1K
M
419
MOTCO
Texas
$1K
TFO
420
Tarbox Family Office
California
$1K
ZB
421
Zions Bancorporation
Utah
$1K
KFI
422
Key Financial Inc
Pennsylvania
$1K +$703 +5 New
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$1K +$703 +5 New
RWA
424
Ropes Wealth Advisors
Massachusetts
$1K +$985 +7 New
RPWA
425
Regent Peak Wealth Advisors
Georgia
$1K +$1.13K +8 New