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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%
APW
438
Aventura Private Wealth
Florida
$12.5K
HFS
439
Hughes Financial Services
Virginia
$12.4K +$14.5K +387 New
AAG
440
Armstrong Advisory Group
Massachusetts
$12.4K
SFGP
441
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$12.2K -$2.17K -58 -13%
JSAM
442
J. Safra Asset Management
New York
$12K +$14.3K +381 New
HFM
443
Hartford Financial Management
Connecticut
$11.9K
PWMG
444
Private Wealth Management Group
New Jersey
$10.8K -$4.27K -114 -25%
HI
445
Harbour Investments
Wisconsin
$10.8K +$974 +26 +8%
RS
446
Rakuten Securities
Japan
$10.6K +$12.7K +338 New
EWM
447
Evermay Wealth Management
Virginia
$10.3K +$12.3K +327 New
KFI
448
Key Financial Inc
Pennsylvania
$10.2K
PMFA
449
Plante Moran Financial Advisors
Michigan
$10.2K
VNA
450
Valley National Advisers
Pennsylvania
$10K -$450 -12 -4%