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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
401
Tyler-Stone Wealth Management
Ohio
$679
SIC
402
SJS Investment Consulting
Ohio
$594 -$39 -1 -7%
DPW
403
DiNuzzo Private Wealth
Pennsylvania
$552 -$78 -2 -13%
IFAM
404
Institutional & Family Asset Management
Colorado
$509 -$3.46K -89 -88%
SWS
405
SYSTM Wealth Solutions
Illinois
$467
RIL
406
Rothschild Investment LLC
Illinois
$424
SN
407
Sittner & Nelson
Oregon
$424 +$389 +10 New
AWM
408
Avior Wealth Management
Nebraska
$381 +$350 +9 New
AssetMark Inc
409
AssetMark Inc
California
$339 -$594K -15,254 -100%
IRC
410
Investors Research Corp
Georgia
$339
SS
411
Sunbelt Securities
Texas
$339
BF
412
BOK Financial
Oklahoma
$334 +$117 +3 +60%
HGERS
413
Householder Group Estate & Retirement Specialist
Arizona
$297
BGAI
414
Bruce G. Allen Investments
Colorado
$255
MCM
415
Manchester Capital Management
Vermont
$170 -$118K -3,040 -100%
FG
416
Fairman Group
Pennsylvania
$170
SSB
417
Sandy Spring Bank
Maryland
$170
HCP
418
Hexagon Capital Partners
Arkansas
$127
TWP
419
TFO Wealth Partners
Ohio
$85
MCM
420
MV Capital Management
Maryland
$43 +$39 +1 New
BTI
421
Blue Trust Inc
Georgia
$42 -$12.5K -320 -100%
Fiera Capital (Canada)
422
Fiera Capital (Canada)
Quebec, Canada
-$31.7M -760,552 Closed
Wellington Management Group
423
Wellington Management Group
Massachusetts
-$31.4M -751,844 Closed
Mitsubishi UFJ Trust & Banking
424
Mitsubishi UFJ Trust & Banking
Japan
-$22M -527,682 Closed
Assenagon Asset Management
425
Assenagon Asset Management
Luxembourg
-$12.4M -297,487 Closed