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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
$4.2K +$957 +8 +31%
BHWM
352
Bay Harbor Wealth Management
Maryland
$3.46K +$359 +3 +12%
RWPA
353
Richard W. Paul & Associates
Michigan
$3.33K
PA
354
Pineridge Advisors
Missouri
$3.18K
FFO
355
Fortitude Family Office
Arizona
$2.96K +$479 +4 +20%
PFBT
356
Parkside Financial Bank & Trust
Missouri
$2.72K
JWA
357
JFS Wealth Advisors
Pennsylvania
$2.59K
CT
358
Coastline Trust
Rhode Island
$2.35K
BGAI
359
Bruce G. Allen Investments
Colorado
$2.22K
DPW
360
DiNuzzo Private Wealth
Pennsylvania
$2.11K
CCM
361
Cloud Capital Management
Washington
$2K +$2.27K +19 New
SS
362
SBI Securities
Japan
$1.98K +$120 +1 +7%
MWPCG
363
Measured Wealth Private Client Group
New Hampshire
$1.98K +$1.92K +16 New
RF
364
Rossby Financial
Florida
$1.49K +$1.44K +12 New
HPC
365
HM Payson & Co
Maine
$1.36K
PWMG
366
Private Wealth Management Group
New Jersey
$1.36K
BI
367
Binnacle Investments
Iowa
$1.11K
SIC
368
SJS Investment Consulting
Ohio
$1.11K
RWM
369
Rialto Wealth Management
New York
$988 +$239 +2 +33%
MCM
370
Manchester Capital Management
Vermont
$988 +$957 +8 New
TF
371
Tompkins Financial
New York
$741
BFS
372
Bare Financial Services
Pennsylvania
$618
MCM
373
MV Capital Management
Maryland
$618
HIA
374
HFM Investment Advisors
New Jersey
$618 +$120 +1 +25%
FMP
375
Financial Management Professionals
Texas
$494