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Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Advisornet Financial
Minnesota
$40K +$28K +100 +182%
FHA
652
Flagship Harbor Advisors
Massachusetts
$38K
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$38K
AssetMark Inc
654
AssetMark Inc
California
$35K -$426K -1,519 -92%
PFBT
655
Parkside Financial Bank & Trust
Missouri
$35K +$2.52K +9 +7%
PVH
656
Psagot Value Holdings
Israel
$35K +$38.4K +137 New
GWS
657
Glassman Wealth Services
Virginia
$34K +$3.36K +12 +10%
AIM
658
Advantage Investment Management
Iowa
$33K +$2.24K +8 +7%
RIA
659
Realta Investment Advisors
Delaware
$32K +$280 +1 +0.8%
GI
660
Gradient Investments
Minnesota
$31K +$841 +3 +3%
PCM
661
Penserra Capital Management
California
$31K +$29.4K +105 New
FPFS
662
First Personal Financial Services
North Carolina
$30K
GAM
663
Gemmer Asset Management
California
$29K +$561 +2 +2%
SLF
664
Sun Life Financial
Ontario, Canada
$28K
DOA
665
D'Orazio & Associates
Virginia
$26K
WT
666
Whittier Trust
California
$26K
EWM
667
Endurance Wealth Management
Rhode Island
$26K +$21.9K +78 +355%
EW
668
Evoke Wealth
California
$25.6K +$28K +100 New
FRA
669
Front Row Advisors
California
$25K +$3.36K +12 +14%
BCWM
670
Bartlett & Co Wealth Management
Ohio
$24.3K +$25.8K +92 +3,067%
TFO
671
Tarbox Family Office
California
$24K
GRP
672
Global Retirement Partners
California
$24K +$6.73K +24 +35%
BC
673
Bartlett & Co
Ohio
$24K +$25.8K +92 +3,067%
EI
674
Ellevest Inc
New York
$21K +$1.96K +7 +9%
SB
675
Strategic Blueprint
Georgia
$21K +$22.7K +81 New