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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
801
Wilbanks Smith & Thomas Asset Management
Virginia
$206K +$1.21K +26 +0.6%
AssetMark Inc
802
AssetMark Inc
California
$205K -$113K -2,419 -34%
NFG
803
Next Financial Group
Texas
$205K -$79.4K -1,702 -27%
CS
804
Comerica Securities
Michigan
$202K +$3.87K +83 +2%
AWM
805
Altium Wealth Management
New York
$202K +$216K +4,640 New
GAM
806
Gould Asset Management
California
$201K – – –
PWPS
807
Pinnacle Wealth Planning Services
Ohio
$201K +$215K +4,616 New
GEA
808
Glen Eagle Advisors
New Jersey
$197K -$93 -2 -0%
STA
809
Summit Trail Advisors
New York
$197K -$354K -7,589 -63%
B
810
Bridgeworth
Alabama
$196K -$45.2K -969 -18%
PHK
811
Point72 Hong Kong
Hong Kong
$187K -$212K -4,553 -52%
CAM
812
ClariVest Asset Management
California
$183K -$11.1K -239 -5%
LFA
813
Legacy Financial Advisors
Kentucky
$177K +$105K +2,255 +130%
JCM
814
Jacobi Capital Management
Pennsylvania
$169K +$14.9K +320 +9%
CIA
815
CSat Investment Advisory
Michigan
$168K +$180K +3,871 New
AA
816
Apriem Advisors
California
$162K +$173K +3,710 New
CFA
817
Carroll Financial Associates
North Carolina
$161K +$18.5K +397 +12%
GWM
818
Geneos Wealth Management
Colorado
$159K -$839 -18 -0.5%
AW
819
Alpha Windward
Massachusetts
$159K +$4.2K +90 +3%
SWA
820
Sutton Wealth Advisors
Florida
$158K +$2.94K +63 +2%
PVH
821
Psagot Value Holdings
Israel
$157K -$261K -5,600 -61%
MSFP
822
Mark Sheptoff Financial Planning
Connecticut
$157K – – –
OIA
823
OneDigital Investment Advisors
Kansas
$153K -$1.54K -33 -0.9%
WTB
824
Washington Trust Bank
Washington
$152K – – –
RA
825
Rational Advisors
New York
$146K -$354K -7,594 -69%