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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
501
Root Financial Partners
California
$130K +$89K +1,177 +310%
Daiwa Securities Group
502
Daiwa Securities Group
Japan
$129K -$2.22M -29,300 -95%
BCM
503
Blume Capital Management
California
$126K – – –
AUB
504
Atlantic Union Bankshares
Virginia
$119K -$7.41K -98 -6%
QL
505
Quarry LP
New York
$116K +$93K +1,230 +778%
WA
506
WPG Advisers
Maryland
$112K -$14.9K -197 -13%
AssetMark Inc
507
AssetMark Inc
California
$111K +$605 +8 +0.6%
GBT
508
Grove Bank & Trust
Florida
$100K +$45.4K +600 +100%
EIP
509
Essential Investment Partners
Colorado
$99.3K – – –
C
510
Covestor
United Kingdom
$92K -$79.5K -1,051 -49%
ACA
511
Atlas Capital Advisors
Wyoming
$90K +$4.39K +58 +6%
WA
512
Westfuller Advisors
New York
$86.6K +$227 +3 +0.3%
HNB
513
Hilltop National Bank
Wyoming
$86.1K +$77.8K +1,028 New
Jones Financial Companies
514
Jones Financial Companies
Missouri
$81.6K +$70.3K +930 +1,661%
PTC
515
Private Trust Company
Ohio
$76.9K +$10.4K +138 +18%
SAM
516
Smartleaf Asset Management
Massachusetts
$71.9K -$13.5K -178 -17%
CWMS
517
CFG Wealth Management Services
Indiana
$70.9K +$64.1K +847 New
LFG
518
Larson Financial Group
Missouri
$69K +$11.7K +155 +23%
WT
519
Whittier Trust
California
$64.7K – – –
BLC
520
Brown, Lisle/Cummings
Rhode Island
$62.8K – – –
Nomura Asset Management
521
Nomura Asset Management
Japan
$59.4K – – –
Bessemer Group
522
Bessemer Group
New Jersey
$58K +$13.3K +176 +34%
SC
523
Steph & Co
Wisconsin
$56.5K +$51.1K +675 New
Los Angeles Capital Management
524
Los Angeles Capital Management
California
$56.3K -$8.55M -113,014 -99%
VIS
525
Vega Investment Solutions
France
$50.3K – – –