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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
601
Dupont Capital Management
Delaware
$39K +$38.1K +2,104 New
YWP
602
YorkBridge Wealth Partners
New York
$38K +$12.3K +680 +51%
ACM
603
AUA Capital Management
Pennsylvania
$37K – – –
IWM
604
IHT Wealth Management
Illinois
$36K -$24.3K -1,345 -20%
SIAS
605
Shine Investment Advisory Services
Colorado
$36K +$34.5K +1,905 New
CJA
606
C-J Advisory
California
$33K – – –
MFW
607
Mosaic Family Wealth
Missouri
$33K +$16.3K +901 +108%
FC
608
Ferris Capital
Massachusetts
$33K +$31.5K +1,742 New
AssetMark Inc
609
AssetMark Inc
California
$32K -$1.59K -88 -5%
PHK
610
Point72 Hong Kong
Hong Kong
$29K +$28.3K +1,565 New
BL
611
Balentine LLC
Georgia
$27K +$23.2K +1,284 +713%
IUHSA
612
Itau Unibanco Holding S.A.
Brazil
$24K -$6.15K -340 -21%
GRP
613
Global Retirement Partners
California
$24K -$2.17K -120 -9%
CTC
614
Central Trust Company
Missouri
$23K – – –
RFA
615
Reilly Financial Advisors
California
$23K +$22.6K +1,250 New
EWM
616
Evercore Wealth Management
New York
$22K +$21.7K +1,200 New
WT
617
Whittier Trust
California
$21K – – –
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$19K -$18 -1 -0.1%
AIS
619
Accurate Investment Solutions
Pennsylvania
$19K – – –
AF
620
Arrow Financial
New York
$19K – – –
PRS
621
Pinkerton Retirement Specialists
Idaho
$19K +$9.05K +500 +94%
PFBT
622
Parkside Financial Bank & Trust
Missouri
$18K +$8.21K +454 +90%
VCM
623
Versant Capital Management
Arizona
$16K – – –
AIL
624
AGF Investments LLC
Ontario, Canada
$15K – – –
NSIM
625
North Star Investment Management
Illinois
$15K – – –