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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
826
AssetMark Inc
California
$208K -$20.9M -63,735 -99%
FCI
827
Financial Counselors Inc
Kansas
$208K – – –
QP
828
Quilter Plc
United Kingdom
$207K +$41K +125 +21%
ABTD
829
Arvest Bank Trust Division
Oklahoma
$205K -$5.57K -17 -2%
IAN
830
Integrated Advisors Network
Texas
$205K +$1.31K +4 +0.6%
SS
831
Simplicity Solutions
Minnesota
$205K +$26.9K +82 +13%
CCM
832
Cohen Capital Management
California
$204K – – –
MG
833
Mather Group
Illinois
$204K +$22.3K +68 +10%
JGGDR
834
JGP Global Gestao de Recursos
Brazil
$203K +$22.3K +68 +10%
CCM
835
Compton Capital Management
Rhode Island
$202K -$16.4K -50 -7%
BTW
836
Boston Trust Walden
Massachusetts
$202K +$234K +714 New
SBIA
837
Sheaff Brock Investment Advisors
Indiana
$201K – – –
PWPS
838
Pinnacle Wealth Planning Services
Ohio
$201K +$983 +3 +0.4%
CG
839
Colony Group
Massachusetts
$200K -$14.4K -44 -6%
FRM
840
Fox Run Management
Connecticut
$200K +$232K +707 New
GTAM
841
Global Trust Asset Management
Florida
$197K -$79K -241 -26%
MCM
842
Manchester Capital Management
Vermont
$190K – – –
CG
843
Cutler Group
California
$184K +$181K +553 +553%
FWM
844
Focused Wealth Management
New York
$183K +$2.62K +8 +1%
QCG
845
Quadrant Capital Group
Ohio
$179K – – –
RP
846
Rowlandmiller & Partners
Georgia
$178K -$75.4K -230 -26%
AL
847
ADE LLC
Maryland
$175K – – –
PVH
848
Psagot Value Holdings
Israel
$170K -$123K -375 -38%
HDIM
849
Hanson & Doremus Investment Management
Vermont
$170K +$24.9K +76 +14%
NFG
850
Next Financial Group
Texas
$170K +$147K +448 +293%