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Name Holding Trade Value Shares
Change
Change in
Stake
IR
876
Invictus RG
Bermuda
$138K +$135K +510 New
RP
877
Rowlandmiller & Partners
Georgia
$137K
BL
878
Balentine LLC
Georgia
$136K
GI
879
GS Investments
Minnesota
$136K +$132K +500 New
CFA
880
Carroll Financial Associates
North Carolina
$134K +$1.59K +6 +1%
PG
881
Patten Group
Tennessee
$133K -$11.4K -43 -9%
GLI
882
Guardian Life Insurance
New York
$131K -$93.9K -355 -42%
FWM
883
Focused Wealth Management
New York
$129K
ADL
884
Asset Dedication LLC
California
$126K -$22.7K -86 -16%
IPC
885
Independent Portfolio Consultants
Florida
$123K +$57.9K +219 +93%
IUHSA
886
Itau Unibanco Holding S.A.
Brazil
$121K +$79.1K +299 +201%
CT
887
Clearstead Trust
Maine
$114K +$111K +420 New
BWP
888
Baldwin Wealth Partners
Massachusetts
$109K -$26.4K -100 -20%
PCTC
889
Perkins Coie Trust Company
Washington
$109K
FPFS
890
First Personal Financial Services
North Carolina
$106K
CAL
891
Capital Analysts LLC
Pennsylvania
$105K
PSC
892
Prentiss Smith & Co
Vermont
$104K +$13.2K +50 +15%
PI
893
PineBridge Investments
New York
$103K -$12.2M -46,281 -99%
WA
894
Winfield Associates
Ohio
$102K -$24.3K -92 -20%
NEI
895
Northwest & Ethical Investments
Ontario, Canada
$91.4K
KF
896
Krilogy Financial
Missouri
$90K -$5.29K -20 -6%
MIFH
897
Migdal Insurance & Financial Holdings
Israel
$90K
AssetMark Inc
898
AssetMark Inc
California
$88K -$264 -1 -0.3%
AOWM
899
Alpha Omega Wealth Management
Virginia
$88K
PMFA
900
Plante Moran Financial Advisors
Michigan
$85K