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Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
WFG Advisors
Texas
$38K +$244 +5 +0.7%
AssetMark Inc
602
AssetMark Inc
California
$37K +$26.4K +541 +259%
DAM
603
Delta Asset Management
Tennessee
$36K
AIM
604
Advantage Investment Management
Iowa
$35K
GWS
605
Glassman Wealth Services
Virginia
$35K +$34.1K +700 New
FIB
606
First Interstate Bank
Montana
$34K
JCM
607
Jacobi Capital Management
Pennsylvania
$32K +$30.4K +624 New
SGAM
608
Smith Group Asset Management
Texas
$32K +$31.2K +640 New
RFA
609
Reilly Financial Advisors
California
$30K
S
610
SignatureFD
Georgia
$30K +$4.83K +99 +19%
QCG
611
Quadrant Capital Group
Ohio
$28K +$5.95K +122 +22%
BL
612
Balentine LLC
Georgia
$26K
JIC
613
Joel Isaacson & Co
New York
$26K
AW
614
Alpha Windward
Massachusetts
$24K -$3.8K -78 -14%
IIC
615
Integrated Investment Consultants
Michigan
$23K
NSIM
616
North Star Investment Management
Illinois
$23K +$195 +4 +0.9%
FANJ
617
Financial Architects (New Jersey)
New Jersey
$22K +$2.49K +51 +13%
WTC
618
WhitTier Trust Company
Nevada
$22K +$9.75K +200 +83%
PMFA
619
Plante Moran Financial Advisors
Michigan
$21K +$8.53K +175 +68%
AF
620
Allworth Financial
California
$20K +$146 +3 +0.7%
SBL
621
Sargent Bickham Lagudis
Colorado
$19K
VCM
622
Versant Capital Management
Arizona
$19K
IWMPD
623
Integrated Wealth Management (Palm Desert)
California
$17K
PFSC
624
Peoples Financial Services Corp
Pennsylvania
$15K -$353K -7,250 -96%
MA
625
MCF Advisors
Kentucky
$15K +$97 +2 +0.6%