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Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
201
Boston Private Bank & Trust
Massachusetts
$15K -$578 -29 -4%
PMFA
202
Plante Moran Financial Advisors
Michigan
$12K
MCM
203
MV Capital Management
Maryland
$12K +$11.9K +597 New
FCCM
204
First City Capital Management
Georgia
$12K -$1.57K -79 -12%
SEI Investments
205
SEI Investments
Pennsylvania
$11K +$11.2K +564 New
RFA
206
Reilly Financial Advisors
California
$10K +$10.2K +514 New
1832 Asset Management
207
1832 Asset Management
Ontario, Canada
$9K
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
CAW
209
Cornerstone Advisors (Washington)
Washington
$8K +$1.61K +81 +25%
NFG
210
Next Financial Group
Texas
$7K -$14.4K -720 -67%
JFA
211
JNBA Financial Advisors
Minnesota
$7K
Federated Hermes
212
Federated Hermes
Pennsylvania
$6K
AIG
213
American International Group
New York
$5.6K +$5.02K +252 +969%
FHA
214
First Horizon Advisors
Tennessee
$5K
Canada Life
215
Canada Life
Manitoba, Canada
$4K
M
216
MOTCO
Texas
$3K -$7.06K -354 -70%
CCS
217
Crosspoint Capital Strategies
California
$3K
HI
218
Hudock Inc
Pennsylvania
$3K
TCOV
219
Trust Company of Vermont
Vermont
$3K
ASN
220
Advisory Services Network
Georgia
$3K +$3.03K +152 New
WEC
221
Winslow Evans & Crocker
Massachusetts
$2.99K
FNBT
222
FineMark National Bank & Trust
Florida
$2K
TCM
223
Tradewinds Capital Management
Washington
$2K
CGT
224
Capital Guardian Trust
California
$1K +$1.18K +59 New
BA
225
Boston Advisors
Massachusetts
-$9.75M -443,475 Closed