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Name Holding Trade Value Shares
Change
Change in
Stake
HL
476
Harding Loevner
New Jersey
$18K +$7.87K +70 +88%
IA
477
IFP Advisors
Florida
$16K -$26.5K -236 -63%
CHP
478
Cable Hill Partners
Oregon
$16K -$23.9K -213 -62%
PHK
479
Point72 Hong Kong
Hong Kong
$14K -$136K -1,213 -91%
KA
480
Kaizen Advisory
Illinois
$14K +$13K +116 New
GEA
481
Glen Eagle Advisors
New Jersey
$13.2K -$11.7K -104 -48%
CCM
482
Cribstone Capital Management
Maine
$13K – – –
PA
483
Parallel Advisors
California
$13K +$1.46K +13 +13%
KPCM
484
Kings Point Capital Management
New York
$12K -$16.9K -150 -60%
GT
485
Greenleaf Trust
Michigan
$12K – – –
JFGIW
486
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
AssetMark Inc
487
AssetMark Inc
California
$12K +$6.07K +54 +110%
ASN
488
Advisory Services Network
Georgia
$12K +$9.78K +87 +483%
SWP
489
Strategic Wealth Partners
Ohio
$12K +$11.9K +106 New
DAM
490
Delta Asset Management
Tennessee
$11K – – –
IWM
491
IHT Wealth Management
Illinois
$11K +$9.44K +84 +1,200%
RWM
492
Raffa Wealth Management
District of Columbia
$10.5K – – –
CFD
493
Creative Financial Designs
Indiana
$9K – – –
GAM
494
Gemmer Asset Management
California
$9K – – –
AIM
495
Arcadia Investment Management
Michigan
$8K – – –
TFO
496
Tarbox Family Office
California
$8K +$5.28K +47 +247%
PW
497
Price Wealth
Texas
$8K +$8.09K +72 New
CTC
498
Central Trust Company
Missouri
$7K – – –
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
GFP
500
Gryphon Financial Partners
Ohio
$7K +$6.86K +61 New