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Name Holding Trade Value Shares
Change
Change in
Stake
ST
876
Smithfield Trust
Pennsylvania
$64K +$15.3K +150 +31%
HFM
877
Hartford Financial Management
Connecticut
$62K
PMFA
878
Plante Moran Financial Advisors
Michigan
$62K
AssetMark Inc
879
AssetMark Inc
California
$61K -$8.46K -83 -12%
HFP
880
Holistic Financial Partners
Indiana
$60K +$59.5K +584 New
GEA
881
Glen Eagle Advisors
New Jersey
$57.2K +$6.93K +68 +14%
PFBT
882
Parkside Financial Bank & Trust
Missouri
$57K -$5.3K -52 -8%
LWA
883
Lenox Wealth Advisors
New York
$56K +$55.5K +545 New
CA
884
Calton & Associates
Florida
$55K +$50.1K +492 New
RFWA
885
RPg Family Wealth Advisory
Massachusetts
$54.9K
BL
886
Balentine LLC
Georgia
$53K
LWM
887
Lenox Wealth Management
Ohio
$51K -$6.73K -66 -12%
HRC
888
Hoertkorn Richard Charles
$51K
SPI
889
Santori & Peters Inc
Pennsylvania
$51K +$48.9K +480 New
GSC
890
G&S Capital
Colorado
$51K +$51K +500 New
PCM
891
Poehling Capital Management
Wisconsin
$51K +$51K +500 New
TI
892
Turner Investments
Pennsylvania
$50K -$401K -3,930 -89%
HDIM
893
Hanson & Doremus Investment Management
Vermont
$46K
1832 Asset Management
894
1832 Asset Management
Ontario, Canada
$45K -$54.1M -530,558 -100%
PFO
895
Pathstone Family Office
New Jersey
$44K +$18.4K +181 +75%
RE
896
RBC Europe
United Kingdom
$42.7K +$10.2K +100 +31%
WAM
897
Watermark Asset Management
California
$42K +$713 +7 +2%
SFG
898
SevenBridge Financial Group
Pennsylvania
$41K
DSC
899
Duncker Streett & Co
Missouri
$41K +$40.8K +400 New
AP
900
Atwood & Palmer
Missouri
$40K