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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
601
Citizens Financial Group
Rhode Island
$68K
TSW
602
Thompson Siegel & Walmsley
Virginia
$68K
CYG
603
Clean Yield Group
Vermont
$65K
CT
604
Caldwell Trust
Florida
$64.3K -$12.3K -316 -17%
ST
605
Smithfield Trust
Pennsylvania
$63K +$10.6K +272 +23%
MHR
606
Matthew Hamilton Rosenberg
$61K
AssetMark Inc
607
AssetMark Inc
California
$58K -$3.55K -91 -6%
M
608
MOTCO
Texas
$58K
PMFA
609
Plante Moran Financial Advisors
Michigan
$58K +$1.52K +39 +3%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$58K +$50.2K +1,286 +1,919%
TH
611
TCTC Holdings
Texas
$56K +$51K +1,308 New
PFO
612
Pathstone Family Office
New Jersey
$51K +$3.08K +79 +7%
DWA
613
Dougherty Wealth Advisers
Minnesota
$42K
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$40K +$36.6K +937 +11,713%
CFA
615
Carroll Financial Associates
North Carolina
$37K
FMTCOCP
616
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$37K
MSFP
617
Mark Sheptoff Financial Planning
Connecticut
$37K
CG
618
Cutler Group
California
$37K +$34.6K +886 New
NIT
619
NumerixS Investment Technologies
British Columbia, Canada
$36K -$134K -3,443 -80%
SWM
620
Sugarloaf Wealth Management
Georgia
$36K
GWM
621
Geneos Wealth Management
Colorado
$35K -$1.36K -35 -4%
CAL
622
Capital Analysts LLC
Pennsylvania
$34K
GC
623
Grace Capital
Massachusetts
$34K
KPCM
624
Kings Point Capital Management
New York
$34K
SAM
625
S.A. Mason
Michigan
$34K