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Pricesmart

Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
151
IFP Advisors
Florida
$46K -$1.19K -18 -3%
Lazard Asset Management
152
Lazard Asset Management
New York
$44K -$16.1K -245 -27%
Steward Partners Investment Advisory
153
Steward Partners Investment Advisory
New York
$40K +$24.8K +376 +166%
SWA
154
Sutton Wealth Advisors
Florida
$26.2K – – –
Glenmede Trust
155
Glenmede Trust
Pennsylvania
$24K -$593 -9 -2%
Advisory Alpha
156
Advisory Alpha
Michigan
$14K +$13.4K +203 New
Whittier Trust
157
Whittier Trust
California
$14K +$14K +213 New
VCM
158
Versant Capital Management
Arizona
$11K +$6.92K +105 +144%
APA
159
American Portfolios Advisors
New York
$9.63K +$4.94K +75 +107%
PCG
160
Private Capital Group
Connecticut
$8K +$8.37K +127 New
BCA
161
Berman Capital Advisors
Georgia
$7K – – –
LC
162
Lindbrook Capital
California
$7K – – –
Quadrant Capital Group
163
Quadrant Capital Group
Ohio
$7K +$1.58K +24 +32%
Group One Trading
164
Group One Trading
Illinois
$7K +$6.59K +100 New
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$6K – – –
First Horizon Advisors
166
First Horizon Advisors
Tennessee
$4K – – –
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
SignatureFD
168
SignatureFD
Georgia
$3K +$1.05K +16 +50%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$3K +$1.32K +20 +69%
TFO
170
Tarbox Family Office
California
$2K – – –
WOC
171
West Oak Capital
California
$2K – – –
PFBT
172
Parkside Financial Bank & Trust
Missouri
$2K +$1.32K +20 +286%
NFG
173
Next Financial Group
Texas
$2K +$1.65K +25 New
FFA
174
Founders Financial Alliance
North Carolina
$2K +$2.31K +35 New
Associated Banc-Corp
175
Associated Banc-Corp
Wisconsin
$1K – – –