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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
776
AssetMark Inc
California
$141K -$44.4K -1,034 -23%
CFA
777
Carroll Financial Associates
North Carolina
$140K -$20.6K -479 -13%
LFASL
778
Lugano Financial Advisors SA (LFA)
Switzerland
$140K – – –
AW
779
Alpha Windward
Massachusetts
$134K -$21.4K -499 -13%
PVH
780
Psagot Value Holdings
Israel
$133K -$13.3K -310 -9%
SWA
781
Sutton Wealth Advisors
Florida
$132K -$16.8K -391 -11%
WTB
782
Washington Trust Bank
Washington
$129K +$15K +350 +13%
CAM
783
Cresset Asset Management
Illinois
$129K +$135K +3,146 New
VFA
784
Valeo Financial Advisors
Indiana
$123K +$257 +6 +0.2%
AWM
785
Avior Wealth Management
Nebraska
$122K +$2.66K +62 +2%
AF
786
Arrow Financial
New York
$120K -$5.15K -120 -4%
ADL
787
Asset Dedication LLC
California
$120K +$79.9K +1,863 +179%
GLI
788
Guardian Life Insurance
New York
$116K +$429 +10 +0.4%
LFA
789
Legacy Financial Advisors
Kentucky
$115K -$116K -2,696 -49%
CI
790
Capital International
California
$115K – – –
KA
791
Kaizen Advisory
Illinois
$111K +$7.89K +184 +7%
CFG
792
CKW Financial Group
Hawaii
$108K -$4.29K -100 -4%
QCG
793
Quadrant Capital Group
Ohio
$107K +$7.47K +174 +7%
PCG
794
Private Capital Group
Connecticut
$106K -$22.6K -526 -17%
WAM
795
Wakefield Asset Management
Colorado
$102K -$225K -5,254 -68%
WIM
796
Westside Investment Management
California
$100K -$15.5K -362 -13%
ZB
797
Zions Bancorporation
Utah
$91K +$47.6K +1,109 +100%
PCM
798
Penserra Capital Management
California
$90K +$94.7K +2,208 New
MCM
799
Manchester Capital Management
Vermont
$88K +$8.58K +200 +11%
CAL
800
Capital Advisors Ltd
Ohio
$85K – – –