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Name Holding Trade Value Shares
Change
Change in
Stake
GI
901
GS Investments
Minnesota
$157K
CHP
902
Cable Hill Partners
Oregon
$152K +$99.8K +337 +225%
GLI
903
Guardian Life Insurance
New York
$150K -$1.18K -4 -0.8%
PG
904
Patten Group
Tennessee
$145K
ADL
905
Asset Dedication LLC
California
$142K
AOWM
906
Alpha Omega Wealth Management
Virginia
$133K +$29.6K +100 +31%
SQA
907
Simon Quick Advisors
New Jersey
$133K +$57.7K +195 +85%
CT
908
Clearstead Trust
Maine
$132K
HCA
909
Horan Capital Advisors
Ohio
$128K +$121K +410 New
BWP
910
Baldwin Wealth Partners
Massachusetts
$125K
PCTC
911
Perkins Coie Trust Company
Washington
$125K
FPFS
912
First Personal Financial Services
North Carolina
$122K
AssetMark Inc
913
AssetMark Inc
California
$122K +$18.7K +63 +19%
CAL
914
Capital Analysts LLC
Pennsylvania
$121K
PSC
915
Prentiss Smith & Co
Vermont
$121K
PFO
916
Pathstone Family Office
New Jersey
$120K -$34.6K -117 -21%
QCG
917
Quadrant Capital Group
Ohio
$116K +$6.51K +22 +6%
HFM
918
Harvest Fund Management
China
$108K +$72.3K +244 +242%
MIFH
919
Migdal Insurance & Financial Holdings
Israel
$103K
ABA
920
American Beacon Advisors
Texas
$100K +$94.8K +320 New
PMFA
921
Plante Moran Financial Advisors
Michigan
$99K
LC
922
Landaas & Company
Wisconsin
$98K +$92.4K +312 New
EA
923
Edge Advisors
Georgia
$95K +$19.2K +65 +27%
IWM
924
IHT Wealth Management
Illinois
$90K -$5.33K -18 -6%
WA
925
Winfield Associates
Ohio
$89K -$27.2K -92 -25%