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Name Holding Trade Value Shares
Change
Change in
Stake
MC
876
Maverick Capital
Texas
$79K +$83.7K +222 New
NR
877
Newfound Research
Massachusetts
$77K -$20.3K -54 -20%
KIG
878
Kowal Investment Group
Wisconsin
$76K +$80.6K +214 New
SWM
879
Spire Wealth Management
Virginia
$75K -$6.41K -17 -7%
EDRH
880
Edmond de Rothschild Holding
Switzerland
$71K -$198K -525 -72%
BFC
881
Bedel Financial Consulting
Indiana
$71K – – –
BFEC
882
Benjamin F. Edwards & Company
Missouri
$71K – – –
CFFP
883
Center for Financial Planning
Michigan
$71K – – –
MRCM
884
M&R Capital Management
New Jersey
$71K – – –
RIM
885
Rockbridge Investment Management
New York
$71K – – –
AssetMark Inc
886
AssetMark Inc
California
$67K +$42.2K +112 +147%
PFBT
887
Parkside Financial Bank & Trust
Missouri
$65K +$1.13K +3 +2%
CFA
888
Carroll Financial Associates
North Carolina
$63K +$37.7K +100 +125%
JFGIW
889
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K +$67.1K +178 New
MUMSS
890
Mitsubishi UFJ Morgan Stanley Securities
Japan
$60K -$22.6K -60 -26%
JGIA
891
Jackson Grant Investment Advisers
Connecticut
$60K – – –
ACA
892
Atlas Capital Advisors
Wyoming
$58.9K – – –
PCG
893
Private Capital Group
Connecticut
$58K – – –
BAM
894
Barrett Asset Management
New York
$57K – – –
SCM
895
Silvant Capital Management
Georgia
$56K – – –
GWS
896
Glassman Wealth Services
Virginia
$56K +$6.41K +17 +12%
KFS
897
Kelly Financial Services
Massachusetts
$55.9K +$12.1K +32 +26%
CWC
898
Carolinas Wealth Consulting
North Carolina
$48K -$13.9K -37 -22%
CFA
899
Cahill Financial Advisors
Minnesota
$48K +$50.5K +134 New
FAM
900
Fred Alger Management
New York
$46K +$48.6K +129 New