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Name Holding Trade Value Shares
Change
Change in
Stake
KA
976
Kaizen Advisory
Illinois
$168K +$19.1K +60 +12%
PCG
977
Private Capital Group
Connecticut
$166K -$15.3K -48 -8%
WAM
978
Wolverine Asset Management
Illinois
$165K -$638K -2,000 -78%
RP
979
Rowlandmiller & Partners
Georgia
$161K +$9.57K +30 +6%
HDIM
980
Hanson & Doremus Investment Management
Vermont
$158K
PFO
981
Pathstone Family Office
New Jersey
$155K
BCA
982
Berman Capital Advisors
Georgia
$155K +$166K +521 New
PWM
983
PRW Wealth Management
Massachusetts
$153K +$161K +506 New
FNC
984
First National Corp
Massachusetts
$153K +$162K +508 New
AAMU
985
Amundi Asset Management US
Massachusetts
$148K +$74.3M +232,725 +90%
FC
986
Ferris Capital
Massachusetts
$147K -$8.62K -27 -5%
PG
987
Patten Group
Tennessee
$145K +$3.19K +10 +2%
QCG
988
Quadrant Capital Group
Ohio
$144K +$13.4K +42 +9%
NCM
989
Northstar Capital Management
New York
$142K -$313K -980 -68%
BFC
990
Bedel Financial Consulting
Indiana
$142K
LFA
991
Legacy Financial Advisors
Kentucky
$137K -$31.6K -99 -18%
SQA
992
Simon Quick Advisors
New Jersey
$137K -$5.11K -16 -3%
AssetMark Inc
993
AssetMark Inc
California
$134K +$25.5K +80 +22%
DWA
994
Dougherty Wealth Advisers
Minnesota
$132K +$137K +428 New
GT
995
Glenmede Trust
Pennsylvania
$131K +$8.8M +27,590 +7%
Schroder Investment Management Group
996
Schroder Investment Management Group
United Kingdom
$125K -$20.8M -65,125 -14%
ADL
997
Asset Dedication LLC
California
$124K -$4.47K -14 -3%
AOWM
998
Alpha Omega Wealth Management
Virginia
$123K -$4.79K -15 -4%
FTI
999
Fiduciary Trust International
Massachusetts
$123K +$131K +410 New
BWP
1000
Baldwin Wealth Partners
Massachusetts
$120K -$45.3K -142 -26%