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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
526
Focused Wealth Management
New York
$14K – – –
WCM
527
WealthBridge Capital Management
Ohio
$14K +$14.3K +248 New
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K +$9.81K +170 +239%
MNBTD
529
Moody National Bank Trust Division
Texas
$13K +$13.1K +227 New
CAW
530
Cornerstone Advisors (Washington)
Washington
$12K +$866 +15 +8%
FPFS
531
First Personal Financial Services
North Carolina
$11K -$924 -16 -8%
AssetMark Inc
532
AssetMark Inc
California
$11K – – –
EFSCE
533
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
HNB
534
Huntington National Bank
Ohio
$11K – – –
YWP
535
YorkBridge Wealth Partners
New York
$11K – – –
CAM
536
Cresset Asset Management
Illinois
$11K +$11.4K +197 New
AW
537
Alpha Windward
Massachusetts
$10K -$25.6K -444 -72%
BWM
538
Baystate Wealth Management
Massachusetts
$10K -$3.35K -58 -24%
EARNEST Partners
539
EARNEST Partners
Georgia
$10K – – –
BCA
540
Berman Capital Advisors
Georgia
$10K +$11.1K +192 New
DBT
541
Dubuque Bank & Trust
Iowa
$9K -$115K -2,000 -92%
BFC
542
Bedel Financial Consulting
Indiana
$9K – – –
CBT
543
Capital Bank & Trust
California
$9K – – –
CFG
544
Citizens Financial Group
Rhode Island
$9K +$173 +3 +2%
GWS
545
Glassman Wealth Services
Virginia
$8K – – –
ST
546
Smithfield Trust
Pennsylvania
$8K – – –
SMFS
547
Squar Milner Financial Services
California
$8K – – –
PFBT
548
Parkside Financial Bank & Trust
Missouri
$8K +$462 +8 +6%
VanEck Associates
549
VanEck Associates
New York
$8K +$7.85K +136 New
SWA
550
Sutton Wealth Advisors
Florida
$7.38K +$1.39K +24 +23%