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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
601
AssetMark Inc
California
$90K – – –
MAM
602
Marquette Asset Management
Minnesota
$89K – – –
TFA
603
Toth Financial Advisory
Virginia
$81K -$5.53K -100 -7%
CIA
604
CSat Investment Advisory
Michigan
$66K +$42.7K +772 +230%
CAPTRUST Financial Advisors
605
CAPTRUST Financial Advisors
North Carolina
$62K +$41.6K +752 +254%
GLI
606
Guardian Life Insurance
New York
$58K – – –
LWM
607
Lenox Wealth Management
Ohio
$55K +$8.85K +160 +21%
CIAS
608
Capital Investment Advisory Services
North Carolina
$52K +$44.3K +800 New
DWM
609
Destination Wealth Management
California
$51K – – –
WT
610
Whittier Trust
California
$48K – – –
CWA
611
Clarus Wealth Advisors
Arizona
$47K -$6.86K -124 -13%
CAW
612
Cornerstone Advisors (Washington)
Washington
$47K +$4.87K +88 +13%
Rockefeller Capital Management
613
Rockefeller Capital Management
New York
$46K -$19.5K -352 -31%
AF
614
Advisornet Financial
Minnesota
$44K -$1.55K -28 -4%
SIM
615
Sonora Investment Management
Arizona
$42K +$38.7K +700 New
CBT
616
Capital Bank & Trust
California
$36K – – –
RIA
617
Realta Investment Advisors
Delaware
$36K +$33.2K +600 New
CB
618
CNB Bank
Pennsylvania
$34K +$31.4K +568 New
First Manhattan
619
First Manhattan
New York
$30K – – –
SIAS
620
Shine Investment Advisory Services
Colorado
$28K +$1.99K +36 +8%
HS
621
Horan Securities
United States
$25K – – –
KFA
622
Krane Funds Advisors
New York
$25K +$23.7K +428 New
TC
623
Trust Company
Kansas
$24K – – –
S
624
SignatureFD
Georgia
$23K -$20.8K -376 -50%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$22K +$221 +4 +1%