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Name Holding Trade Value Shares
Change
Change in
Stake
EP
601
Essential Partners
California
$50K -$17.9K -209 -26%
AGWCA
602
Annis Gardner Whiting Capital Advisors
Florida
$49.5K +$48.8K +570 +4,385%
SAM
603
Smartleaf Asset Management
Massachusetts
$44.5K -$14.1K -165 -24%
TPCW
604
TD Private Client Wealth
New York
$43.7K +$23.7K +277 +117%
ADL
605
Asset Dedication LLC
California
$41.7K
VCM
606
Versant Capital Management
Arizona
$41.1K +$171 +2 +0.4%
CI
607
CX Institutional
Indiana
$40K +$30.9K +361 +317%
AssetMark Inc
608
AssetMark Inc
California
$39.5K +$11.9K +139 +43%
SWP
609
Strategic Wealth Partners
Ohio
$39.4K
WA
610
WPG Advisers
Maryland
$37.2K -$5.3K -62 -12%
MTC
611
Matrix Trust Company
Colorado
$33K +$2.65K +31 +9%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$29.5K -$2.57K -30 -8%
RFP
613
Root Financial Partners
California
$28.8K +$29K +339 New
SWM
614
Spire Wealth Management
Virginia
$26.5K +$171 +2 +0.6%
GSWM
615
Golden State Wealth Management
California
$25.6K
HWM
616
Hemington Wealth Management
Virginia
$24K +$684 +8 +3%
TAF
617
Tredje AP-fonden
Sweden
$23.2K -$1.33M -15,563 -98%
ATC
618
Adirondack Trust Company
New York
$22.5K +$22.7K +265 New
RA
619
Rise Advisors
New York
$22.5K +$86 +1 +0.4%
MCM
620
MAI Capital Management
Ohio
$21.9K -$15.1K -176 -41%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.2K +$5.22K +61 +32%
BFS
622
Bare Financial Services
Pennsylvania
$21.2K
LFG
623
Larson Financial Group
Missouri
$20.9K +$1.88K +22 +10%
QL
624
Quarry LP
New York
$20.6K -$63.7K -744 -75%
BTI
625
Blue Trust Inc
Georgia
$19.6K +$2.65K +31 +16%