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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1126
Hartford Financial Management
Connecticut
$112K
M
1127
Mirova
France
$111K +$111K +810 New
AF
1128
Advisornet Financial
Minnesota
$109K +$67.4K +490 +159%
KTC
1129
Kistler-Tiffany Companies
Pennsylvania
$109K +$92.6K +673 +534%
PFBT
1130
Parkside Financial Bank & Trust
Missouri
$107K +$10.6K +77 +11%
AI
1131
ArchPoint Investors
Florida
$106K
KC
1132
Knuff & Co
California
$103K +$104K +755 New
CC
1133
Claybrook Capital
Massachusetts
$101K +$102K +741 New
WDL
1134
Well Done LLC
Michigan
$101K +$102K +741 New
FMII
1135
Farmers & Merchants Investments Inc
Nebraska
$99K +$2.06K +15 +2%
FPFS
1136
First Personal Financial Services
North Carolina
$98K +$6.33K +46 +7%
SIMG
1137
Stephens Investment Management Group
Texas
$93K
AssetMark Inc
1138
AssetMark Inc
California
$93K +$40K +291 +75%
DWM
1139
Destination Wealth Management
California
$92K +$13.8K +100 +18%
WCM
1140
WealthBridge Capital Management
Ohio
$91K +$91.5K +665 New
MRCM
1141
M&R Capital Management
New Jersey
$89K -$234K -1,700 -72%
FIB
1142
First Interstate Bank
Montana
$89K
FHA
1143
First Horizon Advisors
Tennessee
$87K
WAM
1144
Watermark Asset Management
California
$85K +$14.3K +104 +20%
BCM
1145
Blume Capital Management
California
$82K
EWM
1146
Endurance Wealth Management
Rhode Island
$82K +$61.9K +450 +300%
FTI
1147
Fiduciary Trust International
Massachusetts
$79K +$79.1K +575 New
WANY
1148
Wealthspire Advisors (New York)
New York
$75K +$74.8K +544 New
RFWA
1149
RPg Family Wealth Advisory
Massachusetts
$73.6K
GSC
1150
G&S Capital
Colorado
$73K +$4.68K +34 +7%