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Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SignatureFD
Georgia
$120K +$599 +6 +0.5%
PA
327
Parallel Advisors
California
$119K +$37.5K +375 +48%
PCTC
328
Perkins Coie Trust Company
Washington
$115K
ADL
329
Asset Dedication LLC
California
$107K
AssetMark Inc
330
AssetMark Inc
California
$105K -$1.3K -13 -1%
Bessemer Group
331
Bessemer Group
New Jersey
$103K -$3.69K -37 -4%
PMFA
332
Plante Moran Financial Advisors
Michigan
$92.8K
SOAMC
333
Spirit of America Management Corp
New York
$92.8K
MG
334
Mather Group
Illinois
$88.1K -$10.7K -107 -11%
PHK
335
Point72 Hong Kong
Hong Kong
$86.6K +$68.9K +690 +460%
SOW
336
State of Wyoming
Wyoming
$86.3K +$7.19K +72 +9%
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$82K +$11.3K +113 +16%
C
338
Covestor
United Kingdom
$82K +$15.8K +158 +25%
1IA
339
1620 Investment Advisors
Massachusetts
$78.1K
USB
340
Union Savings Bank
Connecticut
$77.3K
EWA
341
EverSource Wealth Advisors
Alabama
$76.9K -$11.4K -114 -13%
CTC
342
Central Trust Company
Missouri
$75.5K
CYG
343
Clean Yield Group
Vermont
$72.2K
FHA
344
First Horizon Advisors
Tennessee
$56.9K
NFA
345
Northwest Financial Advisors
Virginia
$54.2K +$52.5K +526 New
GWM
346
Geneos Wealth Management
Colorado
$53.9K +$16.5K +165 +46%
WSFS
347
Wilmington Savings Fund Society
Delaware
$53K +$51.3K +514 New
Nomura Asset Management
348
Nomura Asset Management
Japan
$52.6K
AT
349
Avalon Trust
New Mexico
$51.5K
WSC
350
Wellington Shields & Co
New York
$51.5K