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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
651
Thompson Siegel & Walmsley
Virginia
$69K
CYG
652
Clean Yield Group
Vermont
$66K
AssetMark Inc
653
AssetMark Inc
California
$62K -$40.8K -886 -38%
Loomis, Sayles & Company
654
Loomis, Sayles & Company
Massachusetts
$62K +$66.4K +1,440 New
TF
655
TimeScale Financial
Massachusetts
$61K
PCM
656
Prelude Capital Management
New York
$61K +$53.6K +1,162 +467%
M
657
MOTCO
Texas
$59K -$15.1K -328 -20%
GLI
658
Guardian Life Insurance
New York
$59K +$645 +14 +1%
CFA
659
Carroll Financial Associates
North Carolina
$59K +$6.82K +148 +12%
SFS
660
Sowell Financial Services
Arkansas
$59K +$62.4K +1,354 New
QT
661
Quantamental Technologies
New York
$59K +$63.1K +1,370 New
CIA
662
CSat Investment Advisory
Michigan
$54K +$7.7K +167 +16%
ST
663
Smithfield Trust
Pennsylvania
$52K
FPS
664
Fieldpoint Private Securities
Connecticut
$51K
RCAG
665
Rehmann Capital Advisory Group
Michigan
$50.8K +$5.71K +124 +12%
CFGS
666
Concourse Financial Group Securities
Alabama
$50K -$7.42K -161 -12%
SIAS
667
Shine Investment Advisory Services
Colorado
$49K
PFO
668
Pathstone Family Office
New Jersey
$45K +$12.1K +262 +33%
CB
669
CNB Bank
Pennsylvania
$43K
FMB
670
Field & Main Bank
Kentucky
$43K
DWA
671
Dougherty Wealth Advisers
Minnesota
$42K -$2.12K -46 -4%
FAM
672
Fred Alger Management
New York
$41K -$5.13M -111,381 -99%
TL
673
TrueWealth LLC
Georgia
$39K
FMTCOCP
674
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
MSFP
675
Mark Sheptoff Financial Planning
Connecticut
$38K