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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
501
AssetMark Inc
California
$31K +$33.7K +584 New
SAMC
502
Shinko Asset Management Company
Japan
$26K
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$23.1K +$10.1K +175 +140%
BCMIO
504
Beacon Capital Management Inc (Ohio)
Ohio
$23K -$18K -312 -42%
ASN
505
Advisory Services Network
Georgia
$21K +$16.8K +290 +257%
MSTVIM
506
Messner & Smith Theme Value Investment Management
California
$21K +$23.1K +400 New
PG
507
Patten Group
Tennessee
$20.7K +$22.5K +390 New
Federated Hermes
508
Federated Hermes
Pennsylvania
$19K -$266K -4,601 -93%
FWM
509
Focused Wealth Management
New York
$18K -$9.59K -166 -33%
SNT
510
Security National Trust
West Virginia
$18K
PIM
511
Parasol Investment Management
Illinois
$16K
PSUF
512
People's United Financial
Connecticut
$16K
IMS
513
Index Management Solutions
Pennsylvania
$15K -$29.3K -508 -64%
FANJ
514
Financial Architects (New Jersey)
New Jersey
$13K -$1.04K -18 -7%
MCM
515
Manchester Capital Management
Vermont
$13K
TRCT
516
Tower Research Capital (TRC)
New York
$11K -$35.2K -609 -75%
DAM
517
Delta Asset Management
Tennessee
$11K
MCA
518
Mercer Capital Advisers
New Jersey
$11K
NSIM
519
North Star Investment Management
Illinois
$11K
GWS
520
Glassman Wealth Services
Virginia
$11K +$12.4K +215 New
EWM
521
Evercore Wealth Management
New York
$10K -$5.72K -99 -34%
TDC
522
Thompson Davis & Co
Virginia
$8K
FPFS
523
First Personal Financial Services
North Carolina
$7K
CFA
524
Carroll Financial Associates
North Carolina
$7K +$1.96K +34 +33%
FCCM
525
First City Capital Management
Georgia
$6.73K