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Name Holding Trade Value Shares
Change
Change in
Stake
PG
951
Patten Group
Tennessee
$137K
PFO
952
Pathstone Family Office
New Jersey
$136K -$14.1K -50 -10%
SQA
953
Simon Quick Advisors
New Jersey
$130K -$48.1K -171 -28%
ADL
954
Asset Dedication LLC
California
$125K
AssetMark Inc
955
AssetMark Inc
California
$124K +$3.09K +11 +3%
AOWM
956
Alpha Omega Wealth Management
Virginia
$123K
QCG
957
Quadrant Capital Group
Ohio
$123K +$17.1K +61 +14%
ZB
958
Zions Bancorporation
Utah
$119K +$22.5K +80 +24%
ABA
959
American Beacon Advisors
Texas
$116K
BWP
960
Baldwin Wealth Partners
Massachusetts
$116K
CAC
961
Certified Advisory Corp
Florida
$116K
TSW
962
Thompson Siegel & Walmsley
Virginia
$115K
RWP
963
RWA Wealth Partners
Massachusetts
$113K +$96.4K +343 +746%
PSC
964
Prentiss Smith & Co
Vermont
$112K
SFSIG
965
San Francisco Sentry Investment Group
California
$112K +$19.7K +70 +22%
CAPTRUST Financial Advisors
966
CAPTRUST Financial Advisors
North Carolina
$103K -$64.7K -230 -39%
SFG
967
SevenBridge Financial Group
Pennsylvania
$103K -$60.4K -215 -38%
PCTC
968
Perkins Coie Trust Company
Washington
$102K
EA
969
Edge Advisors
Georgia
$101K -$19.4K -69 -16%
FIA
970
FNY Investment Advisers
New York
$99K +$96.2K +342 New
KJWM
971
Kiley Juergens Wealth Management
Washington
$98K +$95.3K +339 New
FL
972
Fort LP
Maryland
$94K +$91.1K +324 New
MFW
973
Mosaic Family Wealth
Missouri
$93K +$28.1K +100 +45%
ST
974
Smithfield Trust
Pennsylvania
$93K +$86.9K +309 +2,575%
LC
975
Landaas & Company
Wisconsin
$91K +$87.7K +312 New