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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$29.1K -$153K -1,017 -82%
AssetMark Inc
502
AssetMark Inc
California
$29K +$4.98K +33 +17%
BC
503
Bartlett & Co
Ohio
$29K +$32.9K +218 New
BCWM
504
Bartlett & Co Wealth Management
Ohio
$28.8K +$32.9K +218 New
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K -$189K -1,250 -86%
CFD
506
Creative Financial Designs
Indiana
$26K -$22.6K -150 -43%
AWM
507
AllSquare Wealth Management
New York
$26K
SN
508
Sittner & Nelson
Oregon
$26K
BBHC
509
Brown Brothers Harriman & Co
New York
$25K
PWMG
510
Prestige Wealth Management Group
New Jersey
$23K
SLWA
511
San Luis Wealth Advisors
California
$23K +$23.1K +153 New
CTC
512
Central Trust Company
Missouri
$22K -$26.7K -177 -52%
FHA
513
First Horizon Advisors
Tennessee
$22K -$5.13K -34 -17%
FPB
514
First PREMIER Bank
South Dakota
$22K
WTC
515
WhitTier Trust Company
Nevada
$22K
DHGWA
516
Dixon Hughes Goodman Wealth Advisors
North Carolina
$22K +$1.36K +9 +6%
CCA
517
Catalyst Capital Advisors
New York
$22K +$4.07K +27 +19%
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$21K -$1.96K -13 -8%
MS
519
Mizuho Securities
Japan
$21K +$24.1K +160 New
GI
520
Gradient Investments
Minnesota
$20K -$45.3K -300 -67%
TIM
521
Tevis Investment Management
Texas
$20K +$22.6K +150 New
CFB
522
Cullen/Frost Bankers
Texas
$19K
NSB
523
Norway Savings Bank
Maine
$19K
GKIM
524
GW&K Investment Management
Massachusetts
$18K -$733K -4,860 -97%
SWM
525
Sugarloaf Wealth Management
Georgia
$15K -$15.1K -100 -48%