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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
376
Vigilant Capital Management
Maine
$100K – – –
IA
377
IFP Advisors
Florida
$98K +$25.7K +263 +37%
DZ Bank
378
DZ Bank
Germany
$91K +$87.4K +896 New
FPFS
379
First Personal Financial Services
North Carolina
$89K +$42.4K +435 +96%
HHMI
380
Howard Hughes Medical Institute
Maryland
$85K +$83K +851 New
MFS
381
MSI Financial Services
Massachusetts
$82K +$59K +605 +283%
MS
382
Maven Securities
Jersey
$67K +$65K +666 New
NFG
383
Next Financial Group
Texas
$65K – – –
MIC
384
MU Investments Company
Japan
$63K -$27.3K -280 -31%
CAW
385
Cornerstone Advisors (Washington)
Washington
$62K – – –
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K +$56.1K +575 New
GT
387
Glenmede Trust
Pennsylvania
$50K +$6.15K +63 +14%
AssetMark Inc
388
AssetMark Inc
California
$40K -$293 -3 -0.8%
CBOA
389
Commonwealth Bank of Australia
Australia
$38K -$12.7K -130 -25%
WPA
390
West Paces Advisors
Georgia
$33.1K +$32.2K +330 New
RFA
391
Reilly Financial Advisors
California
$30K – – –
GBT
392
Grove Bank & Trust
Florida
$29K +$28.3K +290 New
PCM
393
Penserra Capital Management
California
$27K +$5.17K +53 +24%
PHK
394
Point72 Hong Kong
Hong Kong
$27K +$26.2K +269 New
QCG
395
Quadrant Capital Group
Ohio
$25K +$390 +4 +1%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$24K -$976 -10 -4%
TJHA
397
Thomas J. Herzfeld Advisors
Florida
$24K – – –
PCP
398
Proficio Capital Partners
Massachusetts
$24K +$3.61K +37 +19%
TDC
399
Thompson Davis & Co
Virginia
$23K – – –
PFBT
400
Parkside Financial Bank & Trust
Missouri
$22K +$12.8K +131 +149%