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Name Holding Trade Value Shares
Change
Change in
Stake
GLI
426
Guardian Life Insurance
New York
$23K +$6.47K +139 +44%
MSTVIM
427
Messner & Smith Theme Value Investment Management
California
$21K
GRP
428
Global Retirement Partners
California
$19K -$466 -10 -3%
PCA
429
Peddock Capital Advisors
Massachusetts
$18K
PK
430
Pflug Koory
Nebraska
$18K
RWA
431
Ropes Wealth Advisors
Massachusetts
$18K
FWM
432
Focused Wealth Management
New York
$17K
SLF
433
Sun Life Financial
Ontario, Canada
$16K -$33.6K -721 -70%
AssetMark Inc
434
AssetMark Inc
California
$16K +$12K +258 +430%
GFP
435
Gryphon Financial Partners
Ohio
$15K +$13.5K +290 New
CFG
436
Citizens Financial Group
Rhode Island
$14K
BBA
437
Braun-Bostich & Associates
Pennsylvania
$14K +$12.9K +278 New
PMFA
438
Plante Moran Financial Advisors
Michigan
$13K
EWM
439
Evercore Wealth Management
New York
$12K
MCM
440
Manchester Capital Management
Vermont
$12K
PCP
441
Proficio Capital Partners
Massachusetts
$11K
GEA
442
Glen Eagle Advisors
New Jersey
$10.3K
HT
443
Heritage Trust
Oklahoma
$10K
KJWM
444
Kiley Juergens Wealth Management
Washington
$10K +$9.73K +209 New
CFA
445
Carroll Financial Associates
North Carolina
$9K
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
LNB
447
Ledyard National Bank
$9K
VFA
448
Valeo Financial Advisors
Indiana
$9K
SPIA
449
Steward Partners Investment Advisory
New York
$9K +$2.56K +55 +45%
JCM
450
Jacobi Capital Management
Pennsylvania
$8K