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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Liberty Wealth Management
California
$74K +$4.25K +55 +6%
AssetMark Inc
502
AssetMark Inc
California
$71K +$48.6K +629 +241%
ARMT
503
Amica Retiree Medical Trust
Rhode Island
$53K +$51.2K +662 New
CCM
504
Covington Capital Management
California
$52K – – –
APA
505
American Portfolios Advisors
New York
$49.7K +$23.2K +300 +94%
CBOA
506
Commonwealth Bank of Australia
Australia
$43K +$15.2K +197 +56%
Acadian Asset Management
507
Acadian Asset Management
Massachusetts
$38K -$94.8K -1,226 -72%
IFAM
508
Institutional & Family Asset Management
Colorado
$38K -$6.03K -78 -14%
GLI
509
Guardian Life Insurance
New York
$38K – – –
MCM
510
Manchester Capital Management
Vermont
$37K – – –
PMFA
511
Plante Moran Financial Advisors
Michigan
$36K +$30.4K +393 +678%
DWM
512
Destination Wealth Management
California
$35K +$23.2K +300 +216%
M
513
MOTCO
Texas
$34K +$32.8K +424 New
AIM
514
Advantage Investment Management
Iowa
$32K – – –
TC
515
Truvestments Capital
Florida
$32K – – –
MCM
516
McMillion Capital Management
North Carolina
$31K +$29.5K +381 New
RWA
517
Redhawk Wealth Advisors
Minnesota
$30K +$29.4K +380 New
FHA
518
First Horizon Advisors
Tennessee
$29K -$11.8K -152 -29%
HPC
519
HM Payson & Co
Maine
$29K +$28K +362 New
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
SIAS
521
Shine Investment Advisory Services
Colorado
$28K – – –
KPCM
522
Kings Point Capital Management
New York
$26K -$11.6K -150 -32%
SMFS
523
Squar Milner Financial Services
California
$26K +$24.8K +321 New
PCG
524
Private Capital Group
Connecticut
$24K -$101K -1,305 -80%
FRA
525
Front Row Advisors
California
$24K – – –