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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Atticus Wealth Management
Florida
$68K – – –
CFB
402
Cullen/Frost Bankers
Texas
$68K – – –
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$68K – – –
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$65K +$61.7K +95 New
BCA
405
Berman Capital Advisors
Georgia
$62K +$9.09K +14 +18%
Acadian Asset Management
406
Acadian Asset Management
Massachusetts
$60K -$255K -392 -81%
NFSG
407
Newbridge Financial Services Group
Florida
$60K +$48.7K +75 +577%
SFSIG
408
San Francisco Sentry Investment Group
California
$58K -$332K -512 -86%
FF
409
FourThought Financial
Florida
$56K -$1.95K -3 -3%
GAM
410
Gemmer Asset Management
California
$56K – – –
SWM
411
Spire Wealth Management
Virginia
$55K +$4.55K +7 +9%
MCM
412
Manchester Capital Management
Vermont
$48K +$46.1K +71 New
FHA
413
First Horizon Advisors
Tennessee
$47K – – –
TWA
414
TCI Wealth Advisors
Arizona
$43K +$2.6K +4 +7%
QCG
415
Quadrant Capital Group
Ohio
$35K +$649 +1 +2%
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$35K +$5.2K +8 +18%
GRP
417
Global Retirement Partners
California
$35K +$5.2K +8 +18%
SFA
418
Semmax Financial Advisors
North Carolina
$31K – – –
KFP
419
KB Financial Partners
New Jersey
$29K +$27.9K +43 New
PMFA
420
Plante Moran Financial Advisors
Michigan
$28K – – –
KTC
421
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
SSB
422
Sandy Spring Bank
Maryland
$24K – – –
SB
423
Strategic Blueprint
Georgia
$22K +$21.4K +33 New
RIA
424
RPG Investment Advisory
California
$20K – – –
WT
425
Washington Trust
Rhode Island
$18K +$16.9K +26 New