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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$25K -$8.09K -73 -24%
PCG
552
Private Capital Group
Connecticut
$25K +$665 +6 +3%
AssetMark Inc
553
AssetMark Inc
California
$23K -$2.22K -20 -9%
HIA
554
Harbor Investment Advisory
Maryland
$22K – – –
GLLW
555
Graves Light Lenhart Wealth
Virginia
$22K +$111 +1 +0.5%
CHA
556
Carmichael Hill & Associates
Maryland
$22K +$5.54K +50 +33%
LCM
557
Logan Capital Management
Pennsylvania
$22K +$22.3K +201 New
VCM
558
Versant Capital Management
Arizona
$21K – – –
IPW
559
IronBridge Private Wealth
Texas
$21K +$111 +1 +0.5%
CI
560
CX Institutional
Indiana
$18K +$2K +18 +13%
KFP
561
KB Financial Partners
New Jersey
$18K +$18K +162 New
FNBOSM
562
First National Bank of South Miami
Florida
$17K – – –
TFS
563
TrustCore Financial Services
Tennessee
$17K – – –
GAM
564
Gemmer Asset Management
California
$15K – – –
GWS
565
Glassman Wealth Services
Virginia
$15K – – –
PMFA
566
Plante Moran Financial Advisors
Michigan
$14K -$776 -7 -5%
DAM
567
Delta Asset Management
Tennessee
$11K – – –
EARNEST Partners
568
EARNEST Partners
Georgia
$11K – – –
First Manhattan
569
First Manhattan
New York
$11K – – –
DWP
570
Destiny Wealth Partners
Florida
$10K – – –
MWP
571
Meridian Wealth Partners
Pennsylvania
$10K +$9.53K +86 New
NIM
572
NuWave Investment Management
New Jersey
$9K -$33.9K -306 -79%
FWM
573
Focused Wealth Management
New York
$9K – – –
ZB
574
Zions Bancorporation
Utah
$8K -$2K -18 -21%
SLF
575
Sun Life Financial
Ontario, Canada
$8K -$111 -1 -1%