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Name Holding Trade Value Shares
Change
Change in
Stake
MC
351
Machina Capital
France
$136K +$121K +2,138 New
AssetMark Inc
352
AssetMark Inc
California
$126K -$3.52K -62 -3%
WT
353
Whittier Trust
California
$100K
APA
354
American Portfolios Advisors
New York
$96.9K +$851 +15 +1%
WTC
355
WhitTier Trust Company
Nevada
$95K
MUS
356
Mitsubishi UFJ Securities
Japan
$93K -$12.5K -220 -13%
CBT
357
Capital Bank & Trust
California
$84K
LS
358
Livforsakringsbolaget Skandia
Sweden
$83K
FHA
359
Flagship Harbor Advisors
Massachusetts
$79K
HMS
360
Hanseatic Management Services
New Mexico
$76K
CAW
361
Cornerstone Advisors (Washington)
Washington
$73K +$1.99K +35 +3%
HCM
362
Hilton Capital Management
New York
$69K +$61.5K +1,084 New
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$57K +$14.7K +259 +66%
OIA
364
OneDigital Investment Advisors
Kansas
$48K
FHA
365
First Horizon Advisors
Tennessee
$47K -$85.1K -1,500 -67%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$44K +$39.1K +690 New
IWP
367
Icon Wealth Partners
Texas
$40K +$35.5K +626 New
PCG
368
Private Capital Group
Connecticut
$39K +$681 +12 +2%
PA
369
Parallel Advisors
California
$35K +$13.8K +243 +81%
QCG
370
Quadrant Capital Group
Ohio
$32K +$737 +13 +2%
LC
371
Lindbrook Capital
California
$31K
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$28K +$7.2K +127 +41%
VCM
373
Versant Capital Management
Arizona
$25K -$15.7K -276 -41%
GAM
374
Gemmer Asset Management
California
$25K
MI
375
Markston International
New York
$25K