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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$65K +$5.51K +530 +9%
CFB
402
Cullen/Frost Bankers
Texas
$61.9K -$11.4K -1,097 -15%
CSP
403
Cary Street Partners
Virginia
$61.7K +$4.88K +469 +8%
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$60.3K -$123K -11,818 -66%
AF
405
Advisornet Financial
Minnesota
$59.8K -$1.31K -126 -2%
HI
406
Harbour Investments
Wisconsin
$58.9K +$52.3K +5,024 +588%
MG
407
Mather Group
Illinois
$56.6K +$58.9K +5,658 New
HNB
408
Huntington National Bank
Ohio
$56.4K +$46.6K +4,477 +388%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$51.8K +$24.3K +2,331 +82%
IA
410
IFP Advisors
Florida
$47.5K +$9.84K +946 +25%
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$46.4K -$8.89K -855 -16%
AA
412
Ancora Advisors
Ohio
$45.6K -$5.84K -561 -11%
Fidelity International
413
Fidelity International
Bermuda
$45.5K -$1.01K -97 -2%
WTA
414
Washington Trust Advisors
Massachusetts
$41.6K
BWA
415
Basecamp Wealth Advisors
Washington
$41.6K
SWM
416
Spire Wealth Management
Virginia
$40.2K -$1.41K -135 -3%
HCM
417
Hollencrest Capital Management
California
$39.7K
GKIM
418
GW&K Investment Management
Massachusetts
$39K +$3.84K +369 +11%
AUB
419
Atlantic Union Bankshares
Virginia
$37.3K -$26.4K -2,540 -41%
AA
420
Addison Advisors
Vermont
$36.2K -$416 -40 -1%
BC
421
Barrett & Company
Rhode Island
$35K
TPWA
422
Twin Peaks Wealth Advisors
California
$34.6K +$36K +3,456 New
OWA
423
Opal Wealth Advisors
New York
$34.3K +$35.7K +3,431 New
RIL
424
Rothschild Investment LLC
Illinois
$34.1K +$2.51K +241 +8%
TCOT
425
Trust Company of Toledo
Ohio
$32K -$3.9K -375 -10%