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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
376
Glenmede Trust
Pennsylvania
$105K +$107K +1,720 New
XF
377
XML Financial
Maryland
$104K +$373 +6 +0.4%
AWS
378
Atria Wealth Solutions
New York
$103K +$18K +290 +21%
BI
379
Blooom Inc
Kansas
$102K +$14.1K +227 +16%
FFA
380
Founders Financial Alliance
North Carolina
$101K +$5.78K +93 +6%
GT
381
Greenleaf Trust
Michigan
$101K +$102K +1,642 New
CFB
382
Cullen/Frost Bankers
Texas
$99K -$73.3K -1,180 -42%
CA
383
Cetera Advisors
Colorado
$99K -$21.5K -347 -18%
SIG
384
Sargent Investment Group
Maryland
$99K -$12.4K -200 -11%
BFC
385
Bedel Financial Consulting
Indiana
$98K – – –
RIA
386
Regal Investment Advisors
Michigan
$98K +$124 +2 +0.1%
GCA
387
Genesee Capital Advisors
New York
$98K +$186 +3 +0.2%
SQA
388
Simon Quick Advisors
New Jersey
$98K +$3.1K +50 +3%
VWA
389
V Wealth Advisors
Kansas
$96K – – –
CIAS
390
CFS Investment Advisory Services
New Jersey
$96K +$97.3K +1,566 New
MWM
391
MinichMacGregor Wealth Management
New York
$95K +$62 +1 +0.1%
SFG
392
Sovereign Financial Group
Connecticut
$94K +$497 +8 +0.5%
LDFR
393
Lehman & Derafelo Financial Resources
Pennsylvania
$93K – – –
SCA
394
Snowden Capital Advisors
New York
$93K +$621 +10 +0.7%
HW
395
Hancock Whitney
Mississippi
$92K – – –
JF
396
JSF Financial
California
$92K – – –
EAM
397
Evanson Asset Management
California
$92K +$62 +1 +0.1%
EIP
398
Ellis Investment Partners
Pennsylvania
$92K +$311 +5 +0.3%
MIM
399
MetLife Investment Management
New Jersey
$91.6K -$15.2K -245 -14%
BMCM
400
Bryn Mawr Capital Management
Pennsylvania
$91K – – –
14 15
16
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