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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Geneos Wealth Management
Colorado
$83K +$81 +2 +0.1%
HWA
527
Heritage Wealth Advisors
Virginia
$82.8K
PA
528
Parallel Advisors
California
$81K +$12.2K +301 +18%
AssetMark Inc
529
AssetMark Inc
California
$81K +$19K +471 +32%
SAM
530
Shell Asset Management
Netherlands
$75K -$410K -10,153 -85%
GI
531
Gradient Investments
Minnesota
$74K -$566 -14 -0.8%
PCA
532
Providence Capital Advisors
North Carolina
$74K
PCG
533
Private Capital Group
Connecticut
$73K -$21.5K -532 -23%
Rockefeller Capital Management
534
Rockefeller Capital Management
New York
$72K +$7.64K +189 +12%
ED
535
Exane Derivatives
France
$71.4K -$20.2K -501 -23%
PO
536
Private Ocean
California
$70K
PFO
537
Pathstone Family Office
New Jersey
$69K
HFM
538
Hartford Financial Management
Connecticut
$68K -$10.1K -250 -13%
FWM
539
Filbrandt Wealth Management
Wisconsin
$66K
BAM
540
Barrett Asset Management
New York
$65K
ST
541
Smithfield Trust
Pennsylvania
$65K
BBA
542
Braun-Bostich & Associates
Pennsylvania
$62K
GWS
543
Glassman Wealth Services
Virginia
$62K +$3.56K +88 +6%
CAW
544
Cornerstone Advisors (Washington)
Washington
$62K +$3.72K +92 +7%
PCM
545
Prelude Capital Management
New York
$62K +$60.6K +1,499 New
ACA
546
Atlas Capital Advisors
Wyoming
$58K
AA
547
Ancora Advisors
Ohio
$54K -$20.2K -500 -28%
BFIM
548
Beese Fulmer Investment Management
Ohio
$54K +$52.5K +1,300 New
JIR
549
James Investment Research
Ohio
$50K
THWM
550
Taylor Hoffman Wealth Management
Virginia
$50K +$48.5K +1,200 New