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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$71K -$82.2K -1,692 -52%
DAM
502
Delta Asset Management
Tennessee
$69K
Acadian Asset Management
503
Acadian Asset Management
Massachusetts
$66K
OC
504
Oakworth Capital
Alabama
$66K
TFA
505
Toth Financial Advisory
Virginia
$65K +$486 +10 +0.7%
AWM
506
AllSquare Wealth Management
New York
$64K
RMC
507
Resources Management Corp
Connecticut
$62K
MF
508
Manchester Financial
California
$61K +$583 +12 +0.9%
LF
509
Lee Financial
Texas
$61K +$19.4K +400 +44%
TCOV
510
Trust Company of Vermont
Vermont
$57K -$3.88K -80 -6%
VCM
511
Vigilant Capital Management
Maine
$56K
RFA
512
Reilly Financial Advisors
California
$55K
CIM
513
Centersquare Investment Management
Pennsylvania
$55K +$9.71K +200 +20%
PFBT
514
Parkside Financial Bank & Trust
Missouri
$53K +$10.3K +212 +23%
SNT
515
Security National Trust
West Virginia
$52K
GRP
516
Global Retirement Partners
California
$51K +$97 +2 +0.2%
AssetMark Inc
517
AssetMark Inc
California
$50K -$7.58K -156 -13%
MMG
518
Monetary Management Group
Missouri
$50K
PK
519
Pflug Koory
Nebraska
$50K
WT
520
Whittier Trust
California
$48K -$2.91K -60 -6%
HSA
521
Hussman Strategic Advisors
Maryland
$47K -$340K -7,000 -88%
FANJ
522
Financial Architects (New Jersey)
New Jersey
$47K
LWCFA
523
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K
FMP
524
Financial Management Professionals
Texas
$45K +$47.1K +970 New
GEA
525
Glen Eagle Advisors
New Jersey
$44.1K -$9.71K -200 -18%