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Name Holding Trade Value Shares
Change
Change in
Stake
EA
451
Edge Advisors
Georgia
$70K +$3.88K +70 +7%
AssetMark Inc
452
AssetMark Inc
California
$55K +$7.75K +140 +20%
PFA
453
Pathway Financial Advisors
Vermont
$55K +$46.7K +843 New
DCM
454
Dupont Capital Management
Delaware
$52K
SIC
455
Salem Investment Counselors
North Carolina
$52K
FANJ
456
Financial Architects (New Jersey)
New Jersey
$48K -$410K -7,400 -91%
IA
457
IFP Advisors
Florida
$47K -$42K -758 -51%
HIIFS
458
Harel Insurance Investments & Financial Services
Israel
$46K +$39.3K +710 New
GWM
459
Geneos Wealth Management
Colorado
$44K -$5.54K -100 -13%
CCM
460
Covington Capital Management
California
$42K
WAM
461
Wealthspire Advisors (Maryland)
Maryland
$40K +$11.3K +204 +50%
PGWM
462
Parisi Gray Wealth Management
New Jersey
$40K +$33.5K +606 New
SWM
463
SeaCrest Wealth Management
New York
$37K +$31.5K +569 New
GLI
464
Guardian Life Insurance
New York
$36K +$8.86K +160 +40%
Loomis, Sayles & Company
465
Loomis, Sayles & Company
Massachusetts
$33K -$2.49K -45 -8%
KPCM
466
Kings Point Capital Management
New York
$31K
SWP
467
Stratos Wealth Partners
Ohio
$31K +$26.2K +473 New
Acadian Asset Management
468
Acadian Asset Management
Massachusetts
$30K
MCM
469
Manchester Capital Management
Vermont
$30K
AIM
470
Advantage Investment Management
Iowa
$26K
First Manhattan
471
First Manhattan
New York
$25K
PWM
472
Perigon Wealth Management
California
$24K -$256K -4,630 -93%
SLF
473
Sun Life Financial
Ontario, Canada
$24K -$49.2K -889 -71%
STA
474
Summit Trail Advisors
New York
$24K +$20.3K +367 New
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K