Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
301
North Star Investment Management
Illinois
$46K – – –
WT
302
Whittier Trust
California
$46K +$49.1K +700 New
JA
303
JOYN Advisors
Georgia
$40K -$57.6K -821 -58%
THWM
304
Taylor Hoffman Wealth Management
Virginia
$36K – – –
RFM
305
Royal Fund Management
Florida
$33K – – –
AWM
306
AllSquare Wealth Management
New York
$30K – – –
AssetMark Inc
307
AssetMark Inc
California
$26K -$2.73K -39 -9%
OIA
308
OneDigital Investment Advisors
Kansas
$26K – – –
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$26K +$27.8K +396 New
AIL
310
AGF Investments LLC
Ontario, Canada
$23K +$24.1K +343 New
FMT
311
First Mercantile Trust
Tennessee
$21K +$21.7K +310 New
HNB
312
Huntington National Bank
Ohio
$20K – – –
OFS
313
Orrstown Financial Services
Pennsylvania
$19K -$5.96K -85 -23%
SPIA
314
Steward Partners Investment Advisory
New York
$19K – – –
WOC
315
West Oak Capital
California
$18.2K – – –
IA
316
IFP Advisors
Florida
$18K +$14K +200 +286%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$17.2K +$70 +1 +0.4%
TL
318
TrueWealth LLC
Georgia
$17K – – –
ME
319
McIlrath & Eck
Washington
$16K – – –
AW
320
Alpha Windward
Massachusetts
$15K +$15.4K +220 New
OC
321
Oakworth Capital
Alabama
$13K – – –
PCM
322
Prelude Capital Management
New York
$12K – – –
PA
323
Parallel Advisors
California
$12K +$11K +157 +476%
CTC
324
Central Trust Company
Missouri
$11K +$11.6K +165 New
CHP
325
Cable Hill Partners
Oregon
$10K – – –