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Name Holding Trade Value Shares
Change
Change in
Stake
QC
701
Quent Capital
New York
$126K -$5.23K -69 -4%
CYG
702
Clean Yield Group
Vermont
$126K
CBT
703
CoreFirst Bank & Trust
Kansas
$126K +$114K +1,500 New
LJHT
704
Laurie J. Hall Trustee
$109K
AssetMark Inc
705
AssetMark Inc
California
$106K +$55.8K +736 +140%
SAM
706
Smartleaf Asset Management
Massachusetts
$106K +$50K +659 +109%
TFA
707
Transamerica Financial Advisors
Florida
$105K +$94.4K +1,245 New
ITIM
708
Indiana Trust & Investment Management
Indiana
$101K
LC
709
Lindbrook Capital
California
$98K
GIA
710
GHP Investment Advisors
Colorado
$94.5K -$7.73K -102 -8%
NIMI
711
Natixis Investment Managers International
France
$93.3K -$28.5K -376 -25%
PMFA
712
Plante Moran Financial Advisors
Michigan
$88.8K
NFA
713
Northwest Financial Advisors
Virginia
$88K +$79.5K +1,049 New
KSB
714
Kennebec Savings Bank
Maine
$83.9K +$75.8K +1,000 New
SIM
715
Sentry Investment Management
Wisconsin
$82K
RA
716
Ransom Advisory
Rhode Island
$81.8K
IIM
717
Intact Investment Management
Quebec, Canada
$77.2K +$69.7K +920 New
VCM
718
Versant Capital Management
Arizona
$76.6K +$47.1K +621 +213%
GRP
719
Global Retirement Partners
California
$68.5K -$58.1K -767 -48%
ST
720
Smithfield Trust
Pennsylvania
$68K
CA
721
Clearstead Advisors
Ohio
$66.6K +$758 +10 +1%
HI
722
Harbour Investments
Wisconsin
$65.9K +$455 +6 +0.8%
BAM
723
Bellevue Asset Management
Washington
$64.9K
AF
724
Allworth Financial
California
$64.5K +$3.87K +51 +7%
USB
725
Union Savings Bank
Connecticut
$63K +$13.3K +175 +30%