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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$94K +$12.9K +835 +15%
MCIM
102
Meadow Creek Investment Management
Georgia
$90K
IDBONY
103
Israel Discount Bank of New York
New York
$75K +$7.75K +500 +11%
BC
104
Bartlett & Co
Ohio
$74K
IWM
105
IHT Wealth Management
Illinois
$33K -$543 -35 -2%
EFSCE
106
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
Creative Planning
107
Creative Planning
Kansas
$30K -$8.84K -570 -22%
BL
108
Balentine LLC
Georgia
$28K +$1.32K +85 +5%
GT
109
Glenmede Trust
Pennsylvania
$23K +$7.52K +485 +43%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$20K
IA
111
IFP Advisors
Florida
$18K -$8.91K -575 -33%
AIM
112
Acrospire Investment Management
Illinois
$17K -$9.54K -615 -35%
CAW
113
Cornerstone Advisors (Washington)
Washington
$16K
TDC
114
Thompson Davis & Co
Virginia
$13K
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$12K -$388 -25 -3%
PA
116
Parallel Advisors
California
$9K +$5.12K +330 +122%
PB
117
Pinnacle Bancorp
Nebraska
$9K +$8.99K +580 New
ZB
118
Zions Bancorporation
Utah
$8K -$22.1K -1,425 -70%
LIA
119
LS Investment Advisors
Michigan
$7K
OAM
120
Oppenheimer Asset Management
New York
$7K +$7.29K +470 New
JP Morgan Chase
121
JP Morgan Chase
New York
$6K
BWP
122
Baldwin Wealth Partners
Massachusetts
$6K +$5.74K +370 New
WA
123
Winfield Associates
Ohio
$5K -$388 -25 -7%
WTB
124
Washington Trust Bank
Washington
$5K
SPIA
125
Steward Partners Investment Advisory
New York
$5K +$3.8K +245 +188%