Name Holding Trade Value Shares
Change
Change in
Stake
OW
426
Olistico Wealth
Oklahoma
$16K – – –
CTA
427
Colonial Trust Advisors
South Carolina
$15.3K +$14.4K +385 +377%
WB
428
Webster Bank
Connecticut
$15.1K – – –
TIM
429
Tortoise Investment Management
New York
$14.4K -$187 -5 -1%
BC
430
Barrett & Company
Rhode Island
$14K +$3.86K +103 +30%
MG
431
Mather Group
Illinois
$14K +$2.74K +73 +20%
AssetMark Inc
432
AssetMark Inc
California
$13.9K +$11.2K +299 +209%
DMKJ
433
David M. Knott Jr
$13.4K – – –
ITIM
434
Indiana Trust & Investment Management
Indiana
$13.3K – – –
GEA
435
Glen Eagle Advisors
New Jersey
$13.2K +$7.76K +207 +97%
RF
436
Rossby Financial
Florida
$12.8K +$15K +400 New
WA
437
WPG Advisers
Maryland
$12.7K -$1.2K -32 -7%
BWM
438
Bullock Wealth Management
Indiana
$12.5K – – –
APW
439
Aventura Private Wealth
Florida
$12.5K – – –
HFS
440
Hughes Financial Services
Virginia
$12.4K +$14.5K +387 New
AAG
441
Armstrong Advisory Group
Massachusetts
$12.4K – – –
SFGP
442
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.2K -$2.17K -58 -13%
JSAM
443
J. Safra Asset Management
New York
$12K +$14.3K +381 New
HFM
444
Hartford Financial Management
Connecticut
$11.9K – – –
PWMG
445
Private Wealth Management Group
New Jersey
$10.8K -$4.27K -114 -25%
HI
446
Harbour Investments
Wisconsin
$10.8K +$974 +26 +8%
RS
447
Rakuten Securities
Japan
$10.6K +$12.7K +338 New
EWM
448
Evermay Wealth Management
Virginia
$10.3K +$12.3K +327 New
KFI
449
Key Financial Inc
Pennsylvania
$10.2K – – –
PMFA
450
Plante Moran Financial Advisors
Michigan
$10.2K – – –