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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
626
Front Row Advisors
California
$75K +$75.9K +1,665 New
CYG
627
Clean Yield Group
Vermont
$73K
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$73K +$69.7K +1,529 New
Parallax Volatility Advisers
629
Parallax Volatility Advisers
California
$72K +$52.5K +1,152 +329%
ASN
630
Advisory Services Network
Georgia
$70K +$66.7K +1,462 New
MHR
631
Matthew Hamilton Rosenberg
$69K
MCM
632
Manchester Capital Management
Vermont
$66K -$41.3K -906 -40%
AssetMark Inc
633
AssetMark Inc
California
$65K
M
634
MOTCO
Texas
$65K
C
635
Cerebellum
California
$65K +$61.2K +1,343 New
PMFA
636
Plante Moran Financial Advisors
Michigan
$63K -$1.78K -39 -3%
TH
637
TCTC Holdings
Texas
$63K
PFO
638
Pathstone Family Office
New Jersey
$57K
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$57K +$10.9K +240 +25%
CT
640
Caldwell Trust
Florida
$49.5K -$21.7K -475 -32%
DWA
641
Dougherty Wealth Advisers
Minnesota
$47K
CFA
642
Carroll Financial Associates
North Carolina
$47K +$5.88K +129 +15%
FMTCOCP
643
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K
MSFP
644
Mark Sheptoff Financial Planning
Connecticut
$42K
SWM
645
Sugarloaf Wealth Management
Georgia
$40K
GWM
646
Geneos Wealth Management
Colorado
$39K
CI Investments Inc
647
CI Investments Inc
Ontario, Canada
$39K +$37.1K +813 New
CAL
648
Capital Analysts LLC
Pennsylvania
$38K
FMB
649
Field & Main Bank
Kentucky
$38K
GC
650
Grace Capital
Massachusetts
$38K