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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
326
AssetMark Inc
California
$5.2K -$8.33K -80 -59%
PMAM
327
Picton Mahoney Asset Management
Ontario, Canada
$4.72K -$1.63M -15,691 -100%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$4.25K – – –
HNB
329
Huntington National Bank
Ohio
$4.16K +$4.48K +43 +4,300%
JWA
330
JFS Wealth Advisors
Pennsylvania
$3.5K +$625 +6 +19%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$3.31K – – –
KG
332
Kilter Group
New York
$3.21K +$417 +4 +13%
Barrow, Hanley, Mewhinney & Strauss
333
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.93K +$3.23K +31 New
BBHC
334
Brown Brothers Harriman & Co
New York
$2.74K – – –
GFA
335
Godfrey Financial Associates
New York
$2.65K – – –
FFO
336
Fortitude Family Office
Arizona
$2.65K +$1.35K +13 +87%
BFS
337
Bare Financial Services
Pennsylvania
$2.55K -$1.77K -17 -39%
APFP
338
Action Point Financial Planning
Michigan
$2.55K +$3.02K +29 New
WBWA
339
William B. Walkup & Associates
South Carolina
$2.36K +$2.6K +25 New
KFAS
340
Keating Financial Advisory Services
Kansas
$2.17K +$1.04K +10 +77%
QC
341
Quent Capital
New York
$2.08K – – –
HNW
342
High Note Wealth
Minnesota
$1.7K – – –
BGAI
343
Bruce G. Allen Investments
Colorado
$1.32K – – –
CCMI
344
Creative Capital Management Investments
California
$1.32K +$1.46K +14 New
BHWM
345
Bay Harbor Wealth Management
Maryland
$945 +$417 +4 +67%
TM
346
Torren Management
California
$862 – – –
VCM
347
Versant Capital Management
Arizona
$850 -$521 -5 -36%
PA
348
Parallel Advisors
California
$756 -$5.94K -57 -88%
HIA
349
HFM Investment Advisors
New Jersey
$756 +$521 +5 +167%
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$567 – – –