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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$158K -$905 -9 -0.6%
HDIM
302
Hanson & Doremus Investment Management
Vermont
$158K – – –
YWP
303
YorkBridge Wealth Partners
New York
$148K +$3.72K +37 +3%
IA
304
IFP Advisors
Florida
$145K +$82.6K +821 +148%
FL
305
Fort LP
Maryland
$121K +$115K +1,148 New
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$117K +$3.62K +36 +3%
PHK
307
Point72 Hong Kong
Hong Kong
$116K +$111K +1,103 New
WAM
308
Wealthspire Advisors (Maryland)
Maryland
$111K +$4.93K +49 +5%
DAM
309
Delta Asset Management
Tennessee
$105K – – –
PAM
310
Panagora Asset Management
Massachusetts
$105K – – –
Qube Research & Technologies (QRT)
311
Qube Research & Technologies (QRT)
United Kingdom
$93K +$88.7K +882 New
IUHSA
312
Itau Unibanco Holding S.A.
Brazil
$87K +$83.4K +829 New
ST
313
Smithfield Trust
Pennsylvania
$84K – – –
ASN
314
Advisory Services Network
Georgia
$84K +$2.62K +26 +4%
LNB
315
Ledyard National Bank
$79K – – –
LWM
316
Lenox Wealth Management
Ohio
$78K +$17.7K +176 +31%
IWP
317
Icon Wealth Partners
Texas
$77K +$73.8K +734 New
BC
318
Bartlett & Co
Ohio
$74K – – –
BCWM
319
Bartlett & Co Wealth Management
Ohio
$73.5K – – –
HNB
320
Huntington National Bank
Ohio
$69K -$15.1K -150 -19%
RCAG
321
Rehmann Capital Advisory Group
Michigan
$64.7K -$8.05K -80 -11%
PCG
322
Private Capital Group
Connecticut
$61K -$6.24K -62 -10%
PCP
323
Proficio Capital Partners
Massachusetts
$59K – – –
CTC
324
Central Trust Company
Missouri
$57K +$55K +547 New
GFP
325
Gryphon Financial Partners
Ohio
$56K +$53.4K +531 New