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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
501
Northwestern Mutual Wealth Management
Wisconsin
$87K +$202 +2 +0.2%
FNBT
502
FineMark National Bank & Trust
Florida
$83K +$77.7K +770 +755%
YWP
503
YorkBridge Wealth Partners
New York
$81K +$80.8K +800 New
BWP
504
Baldwin Wealth Partners
Massachusetts
$77K – – –
CBOA
505
Commonwealth Bank of Australia
Australia
$76K -$4.44K -44 -5%
SF
506
Synovus Financial
Georgia
$75K – – –
SSB
507
Sandy Spring Bank
Maryland
$74K -$74.2K -735 -48%
VFA
508
Virtus Fund Advisers
Connecticut
$70K – – –
AssetMark Inc
509
AssetMark Inc
California
$70K +$7.27K +72 +11%
WEC
510
Winslow Evans & Crocker
Massachusetts
$65K -$163K -1,610 -70%
IA
511
IFP Advisors
Florida
$60K -$8.98K -89 -12%
GLI
512
Guardian Life Insurance
New York
$60K – – –
GBBWRPM
513
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$58K – – –
ECM
514
Estabrook Capital Management
New York
$56.6K – – –
FHA
515
First Horizon Advisors
Tennessee
$54K – – –
AFA
516
Abacus FCF Advisors
Florida
$48K +$28.8K +285 +127%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$46.4K +$49.7K +492 New
WPA
518
West Paces Advisors
Georgia
$41.7K +$44.6K +442 New
MCM
519
Manchester Capital Management
Vermont
$39K – – –
TDC
520
Thompson Davis & Co
Virginia
$38K -$908 -9 -2%
GWM
521
Geneos Wealth Management
Colorado
$31K -$35.3K -350 -52%
JFA
522
JNBA Financial Advisors
Minnesota
$29K -$12.6K -125 -29%
CWM
523
Cranbrook Wealth Management
Michigan
$27K – – –
SFG
524
SevenBridge Financial Group
Pennsylvania
$26K – – –
PA
525
Parallel Advisors
California
$22K +$24K +238 New