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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
426
Asset Dedication LLC
California
$80K
WTC
427
WhitTier Trust Company
Nevada
$80K
AssetMark Inc
428
AssetMark Inc
California
$78.9K +$17.2K +121 +32%
TCM
429
Tradewinds Capital Management
Washington
$78.4K
AAP
430
Arax Advisory Partners
Colorado
$77.9K -$3.7K -26 -5%
AF
431
Advisornet Financial
Minnesota
$76.4K +$14.4K +101 +26%
CT
432
Caldwell Trust
Florida
$72.1K
NC
433
NewSquare Capital
Pennsylvania
$71.2K +$17.5K +123 +37%
BCWM
434
Bartlett & Co Wealth Management
Ohio
$70.9K
PWA
435
Provenance Wealth Advisors
Florida
$70.6K -$1.57K -11 -2%
C
436
Covestor
United Kingdom
$70K
GM
437
GeoWealth Management
Illinois
$68.1K +$61.8K +434 New
WSFS
438
Wilmington Savings Fund Society
Delaware
$62.7K -$4.99K -35 -8%
LC
439
Lavaca Capital
Texas
$62.7K
MMG
440
Monetary Management Group
Missouri
$62.7K
SN
441
Sittner & Nelson
Oregon
$62.7K
AF
442
Allworth Financial
California
$62.4K +$5.55K +39 +11%
BC
443
Barrett & Company
Rhode Island
$58.8K -$1.28K -9 -2%
BTI
444
Blue Trust Inc
Georgia
$57.4K +$570 +4 +1%
SVCP
445
Silicon Valley Capital Partners
California
$55.7K +$285 +2 +0.6%
CT
446
Clearstead Trust
Maine
$54.9K +$14.2K +100 +40%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$54K +$4.27K +30 +10%
Nomura Asset Management
448
Nomura Asset Management
Japan
$50.2K
PWMG
449
Prestige Wealth Management Group
New Jersey
$48.9K
BBHC
450
Brown Brothers Harriman & Co
New York
$48.3K +$4.7K +33 +12%