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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Acrospire Investment Management
Illinois
$38K +$34.8K +1,067 New
AssetMark Inc
502
AssetMark Inc
California
$35K
PA
503
Parallel Advisors
California
$33K +$4.66K +143 +18%
GLI
504
Guardian Life Insurance
New York
$32K -$20.8K -639 -41%
BL
505
Balentine LLC
Georgia
$32K
PHK
506
Point72 Hong Kong
Hong Kong
$32K +$30K +921 New
EWM
507
Evercore Wealth Management
New York
$28K -$1.7K -52 -6%
CAW
508
Cornerstone Advisors (Washington)
Washington
$28K
SNT
509
Security National Trust
West Virginia
$28K
OC
510
Oakworth Capital
Alabama
$28K +$20.4K +625 +391%
ASN
511
Advisory Services Network
Georgia
$27K
NFG
512
Next Financial Group
Texas
$26K -$1.21K -37 -5%
RAM
513
Riggs Asset Management
Pennsylvania
$25K +$22.8K +700 New
CAL
514
Capital Analysts LLC
Pennsylvania
$22.1K
CFA
515
Camarda Financial Advisors
Florida
$22K +$19.9K +612 New
LWM
516
Lenox Wealth Management
Ohio
$21K +$19.6K +600 New
PFPT
517
Pinnacle Financial Partners (Tennessee)
Tennessee
$19K +$17.5K +538 New
PCM
518
Prelude Capital Management
New York
$17K +$15.4K +473 New
BWM
519
Baystate Wealth Management
Massachusetts
$14K -$6.42K -197 -53%
MIM
520
Macroview Investment Management
Maryland
$14K +$12.6K +385 New
BAM
521
Bruderman Asset Management
New York
$14K +$12.7K +391 New
WPA
522
West Paces Advisors
Georgia
$13K
GAM
523
Gemmer Asset Management
California
$13K
ST
524
Smithfield Trust
Pennsylvania
$13K
VWA
525
V Wealth Advisors
Kansas
$13K +$11.9K +364 New