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Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$67K +$21.2K +670 +49%
CG
202
Cutler Group
California
$49K -$3.16K -100 -6%
LIA
203
LS Investment Advisors
Michigan
$49K
Point72 Asset Management
204
Point72 Asset Management
Connecticut
$46K -$1.83M -57,871 -98%
SWA
205
Sutton Wealth Advisors
Florida
$32.8K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$31K -$36.9K -1,169 -56%
BBHC
207
Brown Brothers Harriman & Co
New York
$30K
PFBT
208
Parkside Financial Bank & Trust
Missouri
$30K +$347 +11 +1%
FHA
209
First Horizon Advisors
Tennessee
$30K +$29.4K +932 New
PCM
210
Penserra Capital Management
California
$28K +$26.9K +852 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$20K
VCM
212
Versant Capital Management
Arizona
$20K +$3.06K +97 +18%
GWM
213
Geneos Wealth Management
Colorado
$18K
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$18K +$379 +12 +2%
NFG
215
Next Financial Group
Texas
$16K
NSIM
216
North Star Investment Management
Illinois
$16K
NFH
217
NEXT Financial Holdings
Texas
$16K +$15.8K +500 New
SIC
218
Salem Investment Counselors
North Carolina
$16K +$15.8K +500 New
LFA
219
Legacy Financial Advisors
Kentucky
$13K
PCG
220
Private Capital Group
Connecticut
$13K +$12.8K +404 New
GT
221
Glenmede Trust
Pennsylvania
$10K
AIM
222
Assured Investment Management
New York
$8K -$1.16M -36,779 -99%
GAM
223
Gemmer Asset Management
California
$7K
AQA
224
Alpha Quant Advisors
Texas
$6K -$4.45K -141 -43%
BL
225
Balentine LLC
Georgia
$6K