Name Holding Trade Value Shares
Change
Change in
Stake
BWP
876
Baldwin Wealth Partners
Massachusetts
$104K -$30.6K -155 -21%
OSAM
877
O'Shaughnessy Asset Management
Connecticut
$104K -$22.1K -112 -16%
PFBT
878
Parkside Financial Bank & Trust
Missouri
$104K +$23.9K +121 +25%
GC
879
Grace Capital
Massachusetts
$87K – – –
GCM
880
Gables Capital Management
Florida
$85K – – –
SNT
881
Security National Trust
West Virginia
$84K – – –
PCFFS
882
Pacific Center for Financial Services
California
$82K – – –
MHR
883
Matthew Hamilton Rosenberg
$82K +$92.6K +469 New
ADL
884
Asset Dedication LLC
California
$81K -$480K -2,432 -84%
MPWT
885
MassMutual Private Wealth & Trust
Connecticut
$78K -$39.7K -201 -31%
BBA
886
Braun-Bostich & Associates
Pennsylvania
$77K – – –
GFPC
887
Global Financial Private Capital
Florida
$76K -$124K -626 -59%
EWP
888
Engrave Wealth Partners
Texas
$73K -$11.8K -60 -12%
WAP
889
Wealthcare Advisory Partners
Pennsylvania
$73K +$3.35K +17 +4%
CFA
890
Carroll Financial Associates
North Carolina
$72K +$5.92K +30 +8%
HFM
891
Harvest Fund Management
China
$70K +$44.4K +225 +122%
ARMC
892
American Research & Management Company
Massachusetts
$69K – – –
HIA
893
Harbor Investment Advisory
Maryland
$69K +$76.6K +388 +3,527%
PFO
894
Pathstone Family Office
New Jersey
$66K +$4.93K +25 +7%
LD
895
Lipe & Dalton
New York
$65K – – –
CCA
896
Column Capital Advisors
Indiana
$65K +$34.7K +176 +89%
AF
897
Allworth Financial
California
$64K – – –
MRCM
898
M&R Capital Management
New Jersey
$64K – – –
TAIM
899
TD Ameritrade Investment Management
Nebraska
$63K +$4.74K +24 +7%
BFC
900
Bedel Financial Consulting
Indiana
$62K – – –