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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
901
Carroll Financial Associates
North Carolina
$162K – – –
GI
902
GS Investments
Minnesota
$157K – – –
CHP
903
Cable Hill Partners
Oregon
$152K +$99.8K +337 +225%
GLI
904
Guardian Life Insurance
New York
$150K -$1.18K -4 -0.8%
PG
905
Patten Group
Tennessee
$145K – – –
ADL
906
Asset Dedication LLC
California
$142K – – –
AOWM
907
Alpha Omega Wealth Management
Virginia
$133K +$29.6K +100 +31%
SQA
908
Simon Quick Advisors
New Jersey
$133K +$57.7K +195 +85%
CT
909
Clearstead Trust
Maine
$132K – – –
HCA
910
Horan Capital Advisors
Ohio
$128K +$121K +410 New
BWP
911
Baldwin Wealth Partners
Massachusetts
$125K – – –
PCTC
912
Perkins Coie Trust Company
Washington
$125K – – –
FPFS
913
First Personal Financial Services
North Carolina
$122K – – –
AssetMark Inc
914
AssetMark Inc
California
$122K +$18.7K +63 +19%
CAL
915
Capital Analysts LLC
Pennsylvania
$121K – – –
PSC
916
Prentiss Smith & Co
Vermont
$121K – – –
PFO
917
Pathstone Family Office
New Jersey
$120K -$34.6K -117 -21%
QCG
918
Quadrant Capital Group
Ohio
$116K +$6.51K +22 +6%
HFM
919
Harvest Fund Management
China
$108K +$72.3K +244 +242%
MIFH
920
Migdal Insurance & Financial Holdings
Israel
$103K – – –
ABA
921
American Beacon Advisors
Texas
$100K +$94.8K +320 New
PMFA
922
Plante Moran Financial Advisors
Michigan
$99K – – –
LC
923
Landaas & Company
Wisconsin
$98K +$92.4K +312 New
EA
924
Edge Advisors
Georgia
$95K +$19.2K +65 +27%
IWM
925
IHT Wealth Management
Illinois
$90K -$5.33K -18 -6%