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Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$449K +$28.9K +1,444 +8%
AssetMark Inc
302
AssetMark Inc
California
$446K +$131K +6,544 +51%
HI
303
Handelsinvest Investeringsforvaltning
Denmark
$443K +$386K +19,308 New
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$442K -$169K -8,421 -30%
SWA
305
Stratos Wealth Advisors
Ohio
$442K -$12K -599 -3%
MSFP
306
Mark Sheptoff Financial Planning
Connecticut
$439K -$66.4K -3,317 -15%
GC
307
Guggenheim Capital
Illinois
$424K -$19.5K -976 -5%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$422K -$15.7K -783 -4%
BFO
309
Boston Family Office
Massachusetts
$418K
CP
310
Covenant Partners
Tennessee
$416K
WWM
311
Whalen Wealth Management
Nevada
$414K +$361K +18,055 New
LA
312
LM Advisors
California
$409K +$357K +17,835 New
RCAG
313
Rehmann Capital Advisory Group
Michigan
$408K -$1.08K -54 -0.3%
EGM
314
Engineers Gate Manager
New York
$399K -$1.74M -87,153 -83%
LBC
315
Lowe Brockenbrough & Co
Virginia
$399K +$68.8K +3,439 +25%
JIC
316
Johnson Investment Counsel
Ohio
$383K -$2.62K -131 -0.8%
SAM
317
Seelaus Asset Management
New Jersey
$382K +$125K +6,270 +60%
Cerity Partners
318
Cerity Partners
New York
$379K +$61.3K +3,064 +23%
FTDI
319
First Trust Direct Indexing
Massachusetts
$374K -$35.3K -1,763 -10%
First Eagle Investment Management
320
First Eagle Investment Management
New York
$372K
PCS
321
Personal CFO Solutions
New Jersey
$359K +$313K +15,641 New
BC
322
Bartlett & Co
Ohio
$359K -$139K -6,967 -31%
BCWM
323
Bartlett & Co Wealth Management
Ohio
$359K -$139K -6,967 -31%
HAIM
324
Hunter Associates Investment Management
Pennsylvania
$358K
GLR
325
Great Lakes Retirement
Ohio
$356K -$32.8K -1,640 -10%