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Name Holding Trade Value Shares
Change
Change in
Stake
1IA
351
1834 Investment Advisors
Wisconsin
$19K +$19K +396 New
TIM
352
Tortoise Investment Management
New York
$18K
LC
353
Lindbrook Capital
California
$17K
TC
354
Truvestments Capital
Florida
$17K
PA
355
Parallel Advisors
California
$17K +$3.9K +81 +30%
AssetMark Inc
356
AssetMark Inc
California
$16K
ST
357
Smithfield Trust
Pennsylvania
$15K
GAM
358
Gemmer Asset Management
California
$14K
HGWM
359
Harvest Group Wealth Management
Massachusetts
$14K
LF
360
Lee Financial
Texas
$14K
WT
361
Whittier Trust
California
$13K
CFA
362
Carroll Financial Associates
North Carolina
$12K +$2.88K +60 +29%
VCM
363
Versant Capital Management
Arizona
$11K -$6.01K -125 -34%
GAM
364
Guinness Asset Management
United Kingdom
$11K -$1.92K -40 -15%
PCP
365
Proficio Capital Partners
Massachusetts
$11K +$2.88K +60 +34%
CBOA
366
Commonwealth Bank of Australia
Australia
$10K -$1.83K -38 -14%
SIAS
367
Shine Investment Advisory Services
Colorado
$10K
TL
368
TrueWealth LLC
Georgia
$10K
HIIFS
369
Harel Insurance Investments & Financial Services
Israel
$9K -$76.9K -1,600 -89%
CAGAS
370
Capital Advisory Group Advisory Services
Minnesota
$9K -$7.69K -160 -44%
AC
371
Avestar Capital
New York
$8K
BFC
372
Bedel Financial Consulting
Indiana
$8K
HFM
373
Hartford Financial Management
Connecticut
$8K
QCG
374
Quadrant Capital Group
Ohio
$7K -$3.22K -67 -29%
WTC
375
WhitTier Trust Company
Nevada
$7K