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Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$31K – – –
Envestnet Asset Management
202
Envestnet Asset Management
Illinois
$24K -$82.7K -1,655 -78%
AssetMark Inc
203
AssetMark Inc
California
$22K +$2.95K +59 +17%
AOWM
204
Alpha Omega Wealth Management
Virginia
$21K – – –
CTC
205
Central Trust Company
Missouri
$21K +$20K +400 New
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$20.7K – – –
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K +$7.5K +150 +68%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$15K – – –
GAM
209
Gemmer Asset Management
California
$10K – – –
PA
210
Parallel Advisors
California
$10K +$1.7K +34 +22%
TCM
211
Tradewinds Capital Management
Washington
$9K – – –
AF
212
Allworth Financial
California
$9K +$50 +1 +0.6%
QCG
213
Quadrant Capital Group
Ohio
$9K +$2.7K +54 +29%
ST
214
Smithfield Trust
Pennsylvania
$7K – – –
HNB
215
Huntington National Bank
Ohio
$7K +$6.85K +137 New
GT
216
Glenmede Trust
Pennsylvania
$6K – – –
NFG
217
Next Financial Group
Texas
$5K -$10.5K -210 -69%
TF
218
Tompkins Financial
New York
$5K – – –
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$3K -$2.65K -53 -48%
ASN
220
Advisory Services Network
Georgia
$3K – – –
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.5K +50 New
PFBT
222
Parkside Financial Bank & Trust
Missouri
$2K – – –
CP
223
Corbenic Partners
Pennsylvania
$1K +$500 +10 New
Fisher Asset Management
224
Fisher Asset Management
Washington
– -$21.2M -499,214 Closed
Robeco Institutional Asset Management
225
Robeco Institutional Asset Management
Netherlands
– -$16.7M -393,509 Closed