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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
726
AssetMark Inc
California
$286K +$311K +10,688 +8,907%
World Investment Advisors
727
World Investment Advisors
California
$283K -$99.3K -3,412 -24%
HM Payson & Co
728
HM Payson & Co
Maine
$283K -$17.4K -598 -5%
TCW Group
729
TCW Group
California
$281K +$6.43K +221 +2%
SGC
730
Slocum, Gordon & Co
Rhode Island
$279K -$65K -2,233 -17%
PCM
731
Perritt Capital Management
Illinois
$276K -$22.3K -765 -7%
Brighton Jones LLC
732
Brighton Jones LLC
Washington
$275K +$33.7K +1,158 +13%
Level Four Advisory Services
733
Level Four Advisory Services
Texas
$275K -$36.5K -1,253 -11%
SWM
734
SeaCrest Wealth Management
New York
$273K -$63K -2,165 -17%
OFS
735
OMC Financial Services
New York
$272K -$10.2K -350 -3%
Mather Group
736
Mather Group
Illinois
$270K -$271K -9,312 -48%
NRS
737
Neville Rodie & Shaw
New York
$270K -$10.8K -370 -4%
BIA
738
Beacon Investment Advisors
Maryland
$270K – – –
Park Avenue Securities
739
Park Avenue Securities
New York
$269K -$181K -6,213 -38%
SAM
740
Shell Asset Management
Netherlands
$269K +$131K +4,519 +80%
Kingswood Wealth Advisors
741
Kingswood Wealth Advisors
California
$268K -$101K -3,462 -25%
WCM
742
Winebrenner Capital Management
Kentucky
$267K +$2.94K +101 +1%
CA
743
Continuum Advisory
Idaho
$266K +$208K +7,142 +246%
MWM
744
Manske Wealth Management
Texas
$265K +$120K +4,137 +70%
HR
745
Howe & Rusling
New York
$264K -$1.98K -68 -0.7%
Larson Financial Group
746
Larson Financial Group
Missouri
$264K -$17.9K -617 -6%
KLWA
747
Kelly Lawrence W & Associates
California
$264K -$127K -4,365 -30%
TCM
748
TT Capital Management
California
$264K +$62.5K +2,149 +28%
CAM
749
Cozad Asset Management
Illinois
$263K +$65.2K +2,240 +29%
CD
750
Chapin Davis
Maryland
$262K +$288K +9,907 New