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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
501
AssetMark Inc
California
$70.5K +$37K +449 +117%
WTA
502
Washington Trust Advisors
Massachusetts
$67.8K
IIM
503
Intact Investment Management
Quebec, Canada
$67.8K +$65.9K +800 New
CP
504
Castleview Partners
Texas
$66K +$1.57K +19 +2%
Bank Julius Baer & Co
505
Bank Julius Baer & Co
Switzerland
$64.6K +$3.87K +47 +7%
SIM
506
Sentry Investment Management
Wisconsin
$57K -$9.06K -110 -14%
GK
507
Graney & King
New York
$56.3K +$54.8K +665 New
BIA
508
Bell Investment Advisors
California
$51.6K
KB
509
Kimelman & Baird
New York
$50.9K
EBA
510
Eagle Bay Advisors
New York
$50.8K
EB
511
Eastern Bank
Massachusetts
$50.8K
HI
512
Human Investing
Oregon
$50.8K +$49.4K +600 New
AF
513
Allworth Financial
California
$46.7K +$8.24K +100 +22%
Federated Hermes
514
Federated Hermes
Pennsylvania
$45.5K -$48.5K -588 -52%
BIG
515
Brooklyn Investment Group
New York
$45.3K +$2.06K +25 +5%
CH
516
Cromwell Holdings
Wyoming
$44.6K
EPAM
517
Evelyn Partners Asset Management
$42.6K +$41.5K +503 New
GM
518
GeoWealth Management
Illinois
$42.2K -$25.5K -310 -38%
LC
519
Lindbrook Capital
California
$40.7K -$2.23K -27 -5%
AAP
520
Arax Advisory Partners
Colorado
$40K +$1.98K +24 +5%
PCM
521
Penserra Capital Management
California
$39K +$37.7K +458 +2,544%
WSFS
522
Wilmington Savings Fund Society
Delaware
$38.4K -$14.1K -171 -27%
TIM
523
Tortoise Investment Management
New York
$38.1K
TPCW
524
TD Private Client Wealth
New York
$37.1K -$5.11K -62 -12%
DAM
525
Delta Asset Management
Tennessee
$36.5K -$28.8K -350 -45%