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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
401
Pathstone Family Office
New Jersey
$1.55M -$33.3K -901 -2%
TCM
402
Twin Capital Management
Pennsylvania
$1.55M -$150K -4,050 -9%
BP
403
Ballentine Partners
Massachusetts
$1.55M +$52.4K +1,418 +3%
RCM
404
Radnor Capital Management
Pennsylvania
$1.55M +$386K +10,450 +32%
DY
405
Dowling & Yahnke
California
$1.54M -$7.79K -211 -0.5%
AP
406
Advisor Partners
California
$1.54M -$7.64K -207 -0.5%
KWM
407
Kingsview Wealth Management
Oregon
$1.53M +$1.35M +36,448 +642%
SWM
408
Selective Wealth Management
Virginia
$1.53M -$73.9K -2,000 -5%
AssetMark Inc
409
AssetMark Inc
California
$1.5M -$14.8K -401 -1%
PCA
410
Peddock Capital Advisors
Massachusetts
$1.5M +$77.3K +2,093 +5%
WP
411
WealthPLAN Partners
Nebraska
$1.5M +$85.8K +2,323 +6%
WIM
412
WealthPlan Investment Management
Nebraska
$1.5M +$1.52M +41,030 New
AFA
413
Abacus FCF Advisors
Florida
$1.5M -$120K -3,253 -7%
EF
414
Empirical Finance
Pennsylvania
$1.48M +$80.9K +2,190 +6%
IWM
415
IHT Wealth Management
Illinois
$1.47M +$1.1M +29,799 +279%
DMBA
416
Deseret Mutual Benefit Administrators
Utah
$1.47M -$251K -6,785 -14%
ACM
417
Ativo Capital Management
Illinois
$1.46M -$150K -4,066 -9%
HI
418
Human Investing
Oregon
$1.44M -$154K -4,161 -9%
ACM
419
AlphaCrest Capital Management
New York
$1.42M -$3.53M -95,538 -71%
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$1.4M +$397K +10,763 +39%
WLPWM
421
Walled Lake Planning & Wealth Management
Illinois
$1.4M +$332 +9 +0%
VFM
422
Viking Fund Management
North Dakota
$1.38M
DA
423
Duality Advisers
Florida
$1.36M +$173K +4,682 +14%
PCMU
424
Paragon Capital Management (Utah)
Utah
$1.36M -$81.5K -2,207 -6%
LPT
425
Legacy Private Trust
Wisconsin
$1.36M -$544K -14,720 -28%