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TD Synnex

Name Holding Trade Value Shares
Change
Change in
Stake
GI
301
Gradient Investments
Minnesota
$7K
MA
302
MCF Advisors
Kentucky
$7K
PA
303
Procyon Advisors
Connecticut
$7K +$467 +10 +9%
PI
304
PineBridge Investments
New York
$7K +$5.23K +112 New
CT
305
Caldwell Trust
Florida
$6.71K
IA
306
IFP Advisors
Florida
$6K -$2.9K -62 -37%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$6K -$561 -12 -11%
OPS
308
Orion Portfolio Solutions
Nebraska
$5K +$1.31K +28 +58%
DAM
309
Delta Asset Management
Tennessee
$4K -$19.4K -416 -85%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$4K
Bessemer Group
311
Bessemer Group
New Jersey
$3K
FRA
312
Front Row Advisors
California
$3K
PCG
313
Private Capital Group
Connecticut
$2K -$34.1K -730 -96%
AssetMark Inc
314
AssetMark Inc
California
$2K -$30.7K -658 -96%
SCA
315
Stonebridge Capital Advisors
Minnesota
$2K
WT
316
Whittier Trust
California
$2K
TFGT
317
TS Financial Group (TSFG)
Illinois
$2K +$654 +14 +117%
HFS
318
Hantz Financial Services
Michigan
$2K +$1.31K +28 New
LC
319
Lindbrook Capital
California
$1K
ST
320
Sageworth Trust
Pennsylvania
$1K
SWA
321
Sutton Wealth Advisors
Florida
$359
WP
322
Woodline Partners
California
-$9.71M -265,688 Closed
SC
323
Saturna Capital
Washington
-$5.13M -140,558 Closed
ROC
324
Running Oak Capital
Minnesota
-$4.28M -117,088 Closed
MGWM
325
Marks Group Wealth Management
Minnesota
-$3.62M -99,348 Closed