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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
726
Westside Investment Management
California
$107K +$103K +2,730 New
BFEC
727
Benjamin F. Edwards & Company
Missouri
$103K -$7.52K -200 -7%
BDWM
728
Brewin Dolphin Wealth Management
Ireland
$98.8K -$56.4K -1,500 -38%
ADL
729
Asset Dedication LLC
California
$98K -$3.27K -87 -3%
GLI
730
Guardian Life Insurance
New York
$98K – – –
QT
731
Quantamental Technologies
New York
$92K +$82.9K +2,204 +1,657%
NPP
732
New Potomac Partners
Maryland
$87K – – –
TC
733
Truvestments Capital
Florida
$87K +$83.1K +2,210 New
BCA
734
Berman Capital Advisors
Georgia
$86K +$5.53K +147 +7%
Walleye Capital
735
Walleye Capital
New York
$83K +$48.9K +1,300 +163%
FWM
736
Focused Wealth Management
New York
$79K +$75.2K +2,000 New
AssetMark Inc
737
AssetMark Inc
California
$77K -$249K -6,634 -77%
YWP
738
YorkBridge Wealth Partners
New York
$77K -$1.69K -45 -2%
JCM
739
Jacobi Capital Management
Pennsylvania
$76K – – –
PCG
740
Private Capital Group
Connecticut
$74K +$40.8K +1,085 +114%
CBT
741
Capital Bank & Trust
California
$71K – – –
Rockefeller Capital Management
742
Rockefeller Capital Management
New York
$70K -$120K -3,183 -64%
LWCFA
743
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K – – –
CTC
744
Central Trust Company
Missouri
$60K -$135K -3,584 -70%
SWP
745
Strategic Wealth Partners
Ohio
$60K +$902 +24 +2%
Capstone Investment Advisors
746
Capstone Investment Advisors
New York
$59K -$22.9K -610 -29%
HWA
747
Heritage Wealth Advisors
Virginia
$54.5K +$8.16K +217 +19%
TNBTD
748
Trustmark National Bank Trust Department
Mississippi
$54K – – –
PCP
749
Proficio Capital Partners
Massachusetts
$53K +$5.49K +146 +12%
KAS
750
Kemnay Advisory Services
New York
$52K – – –