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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
676
Cerity Partners OCIO
New York
$204K +$192K +3,700 New
PFM
677
Parsec Financial Management
North Carolina
$202K +$190K +3,660 New
DT
678
Diversified Trust
Tennessee
$202K +$190K +3,662 New
MA
679
Montag & Associates
Georgia
$201K – – –
Luther King Capital Management (LKCM)
680
Luther King Capital Management (LKCM)
Texas
$201K +$190K +3,647 New
FCBT
681
First Citizens Bank & Trust
North Carolina
$201K +$190K +3,650 New
CA
682
Clearstead Advisors
Ohio
$200K -$163K -3,136 -46%
GAM
683
Gotham Asset Management
New York
$200K +$189K +3,633 New
CFN
684
Cordasco Financial Network
Florida
$197K – – –
CFG
685
CKW Financial Group
Hawaii
$190K – – –
AssetMark Inc
686
AssetMark Inc
California
$189K +$27.5K +528 +18%
GTAM
687
Global Trust Asset Management
Florida
$184K +$148K +2,836 +563%
ST
688
Smithfield Trust
Pennsylvania
$182K +$62K +1,192 +57%
HPC
689
HM Payson & Co
Maine
$168K – – –
KTC
690
Kistler-Tiffany Companies
Pennsylvania
$163K -$27.5K -529 -15%
AA
691
Ancora Advisors
Ohio
$163K -$19.7K -378 -11%
SSB
692
Sandy Spring Bank
Maryland
$163K +$4.16K +80 +3%
1832 Asset Management
693
1832 Asset Management
Ontario, Canada
$157K +$4.53K +87 +3%
CWP
694
Concord Wealth Partners
Virginia
$155K +$118K +2,266 +412%
OIA
695
Optimum Investment Advisors
Illinois
$154K – – –
JWA
696
JFS Wealth Advisors
Pennsylvania
$149K +$16.1K +310 +13%
FAG
697
Fortitude Advisory Group
Washington
$142K +$133K +2,563 New
AWM
698
AllSquare Wealth Management
New York
$141K – – –
CCM
699
Cutler Capital Management
Massachusetts
$141K +$1.72K +33 +1%
WTC
700
WhitTier Trust Company
Nevada
$139K +$30.4K +584 +30%