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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
751
AssetMark Inc
California
$103K +$88.6K +4,636 +2,547%
AF
752
Advisornet Financial
Minnesota
$95K -$1.22K -64 -1%
VFA
753
Valeo Financial Advisors
Indiana
$95K +$24.7K +1,290 +41%
WT
754
Washington Trust
Rhode Island
$87K -$1.58M -82,534 -95%
WT
755
Whittier Trust
California
$81K -$171K -8,920 -70%
RMC
756
Resources Management Corp
Connecticut
$77K – – –
BWM
757
Baystate Wealth Management
Massachusetts
$76K +$191 +10 +0.3%
PCG
758
Private Capital Group
Connecticut
$75K -$18.7K -976 -22%
FMTCOCP
759
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K – – –
M
760
Mirova
France
$67K – – –
Twin Tree Management
761
Twin Tree Management
Texas
$64K -$2.44M -127,804 -98%
PFGIA
762
Patriot Financial Group Insurance Agency
Massachusetts
$64K – – –
BL
763
Balentine LLC
Georgia
$64K +$6.42K +336 +13%
CI
764
CX Institutional
Indiana
$62K +$10.2K +532 +23%
TF
765
Tompkins Financial
New York
$57K -$17.5K -914 -26%
TFS
766
TrustCore Financial Services
Tennessee
$57K – – –
SQA
767
Simon Quick Advisors
New Jersey
$57K +$229 +12 +0.5%
RWA
768
Ropes Wealth Advisors
Massachusetts
$57K +$38.5K +2,012 +314%
TCOV
769
Trust Company of Vermont
Vermont
$51K -$5.66K -296 -11%
FCA
770
FinTrust Capital Advisors
South Carolina
$50K -$4.59K -240 -9%
WLPWM
771
Walled Lake Planning & Wealth Management
Illinois
$48K – – –
BCA
772
Berman Capital Advisors
Georgia
$47K -$5.12K -268 -11%
LF
773
Lee Financial
Texas
$43K – – –
SIS
774
Sound Income Strategies
Florida
$41K +$229 +12 +0.6%
SBL
775
Sargent Bickham Lagudis
Colorado
$40K – – –