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Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
201
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$116K -$38.3M -527,860 -100%
NIT
202
NumerixS Investment Technologies
British Columbia, Canada
$82K +$109K +1,500 New
AssetMark Inc
203
AssetMark Inc
California
$74K -$10.8K -149 -10%
SIAS
204
Shine Investment Advisory Services
Colorado
$60K -$17.6K -242 -18%
FPFS
205
First Personal Financial Services
North Carolina
$60K – – –
SFS
206
Sowell Financial Services
Arkansas
$57K +$76.4K +1,054 New
Bessemer Group
207
Bessemer Group
New Jersey
$48K -$70.2K -968 -52%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$48K -$29.2K -403 -31%
BC
209
Bartlett & Co
Ohio
$41K +$54.4K +750 New
BCWM
210
Bartlett & Co Wealth Management
Ohio
$40.8K – – –
CFGS
211
Concourse Financial Group Securities
Alabama
$40K +$2.97K +41 +6%
DWM
212
Darwin Wealth Management
Florida
$39K +$52.1K +718 New
PA
213
Parallel Advisors
California
$35K -$12.6K -174 -21%
GT
214
Glenmede Trust
Pennsylvania
$31K – – –
VCM
215
Vigilant Capital Management
Maine
$29K – – –
FHA
216
First Horizon Advisors
Tennessee
$28K -$5.37K -74 -13%
FRA
217
Front Row Advisors
California
$23K +$23K +317 +813%
ZB
218
Zions Bancorporation
Utah
$22K +$3.12K +43 +12%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
GWM
220
Geneos Wealth Management
Colorado
$21K – – –
HGWM
221
Harvest Group Wealth Management
Massachusetts
$18K – – –
PP
222
Pacifica Partners
Canada
$17K – – –
EWM
223
Endurance Wealth Management
Rhode Island
$16K – – –
TI
224
tru Independence
Oregon
$12K – – –
HPC
225
HM Payson & Co
Maine
$10K – – –