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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
326
Versant Capital Management
Arizona
$31.3K +$30K +693 New
MA
327
MCF Advisors
Kentucky
$31.1K
CFGS
328
Concourse Financial Group Securities
Alabama
$29.1K
ACA
329
Atlas Capital Advisors
Wyoming
$27.7K
PMFA
330
Plante Moran Financial Advisors
Michigan
$27.3K
AssetMark Inc
331
AssetMark Inc
California
$26.9K -$250K -5,772 -91%
RIL
332
Rothschild Investment LLC
Illinois
$26.7K +$5.07K +117 +25%
CAL
333
Capital Analysts LLC
Pennsylvania
$26K +$25.4K +586 New
FFA
334
Frazier Financial Advisors
Ohio
$25.2K -$15.9K -367 -40%
HPC
335
HM Payson & Co
Maine
$25.1K
WT
336
Whittier Trust
California
$24.2K -$7.02K -162 -23%
CAS
337
Coppell Advisory Solutions
Texas
$23.3K +$22.1K +511 New
BWAM
338
Boyd Watterson Asset Management
Ohio
$23.1K -$477 -11 -2%
GKIM
339
GW&K Investment Management
Massachusetts
$23K
ACM
340
Accent Capital Management
Ohio
$22.6K
ST
341
Smithfield Trust
Pennsylvania
$22K
MCI
342
MRP Capital Investments
Georgia
$21.5K -$248K -5,730 -92%
SVCP
343
Silicon Valley Capital Partners
California
$19.8K +$217 +5 +1%
RWM
344
Raffa Wealth Management
District of Columbia
$19.3K
TIM
345
Tortoise Investment Management
New York
$18.9K -$650 -15 -3%
Bessemer Group
346
Bessemer Group
New Jersey
$18K +$87 +2 +0.5%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$16.5K +$2.6K +60 +20%
GIA
348
GHP Investment Advisors
Colorado
$16.4K +$15.8K +364 New
VWM
349
Venturi Wealth Management
Texas
$16.3K +$10.7K +247 +217%
GFPC
350
Global Financial Private Client
Florida
$15.2K +$14.6K +336 New