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Stepan Co

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sutton Wealth Advisors
Florida
$42.6K +$16.9K +177 +58%
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$35K -$63.9K -669 -63%
VCM
153
Versant Capital Management
Arizona
$33K -$5.73K -60 -14%
MAWCM
154
Mine & Arao Wealth Creation & Management
California
$22K
Federated Hermes
155
Federated Hermes
Pennsylvania
$22K +$1.43K +15 +6%
Lazard Asset Management
156
Lazard Asset Management
New York
$20K +$8.5K +89 +64%
ASN
157
Advisory Services Network
Georgia
$17K +$16.7K +175 +1,094%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$15K +$16.6K +174 New
CCM
159
Copeland Capital Management
Pennsylvania
$11K
SPIA
160
Steward Partners Investment Advisory
New York
$10K
NFG
161
Next Financial Group
Texas
$9K -$4.3K -45 -30%
GAM
162
Gemmer Asset Management
California
$8K
AF
163
Allworth Financial
California
$6K +$6.01K +63 New
CFD
164
Creative Financial Designs
Indiana
$5K +$5.25K +55 New
TFO
165
Tarbox Family Office
California
$4K
PA
166
Procyon Advisors
Connecticut
$3K -$3.34K -35 -47%
TPCW
167
TD Private Client Wealth
New York
$2.3K
SFS
168
Sowell Financial Services
Arkansas
$2K
SWM
169
Sugarloaf Wealth Management
Georgia
$2K
HGWM
170
Harvest Group Wealth Management
Massachusetts
$1K -$955 -10 -34%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$1K -$477 -5 -24%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.15K +12 New
FP
173
Foundry Partners
Minnesota
-$7.74M -75,574 Closed
HF
174
HRT Financial
New York
-$4.79M -46,726 Closed
JG
175
Jefferies Group
New York
-$3.19M -31,168 Closed