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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1301
Bartlett & Co Wealth Management
Ohio
$223K -$18K -181 -7%
FCH
1302
Freestone Capital Holdings
Washington
$223K -$2.78K -28 -1%
FAT
1303
First American Trust
California
$223K +$1.59K +16 +0.7%
PWPS
1304
Pinnacle Wealth Planning Services
Ohio
$222K +$6.45K +65 +3%
CC
1305
Centiva Capital
New York
$222K -$504K -5,075 -69%
SF
1306
Slagle Financial
Illinois
$222K +$2.18K +22 +1%
WMWM
1307
Wilkins Miller Wealth Management
Alabama
$222K +$1.29K +13 +0.6%
PDL
1308
Portfolio Design Labs
California
$221K +$221K +2,223 New
CMAI
1309
Capital Management Associates Inc
Minnesota
$220K +$220K +2,220 New
SAI
1310
Systematic Alpha Investments
New Jersey
$220K
GWM
1311
Gibbs Wealth Management
Georgia
$219K +$11.6K +117 +6%
CCG
1312
Catalina Capital Group
California
$219K -$186K -1,877 -46%
AssetMark Inc
1313
AssetMark Inc
California
$218K +$39K +393 +22%
AC
1314
AlphaCore Capital
California
$218K +$218K +2,198 New
EFG
1315
Ethos Financial Group
Pennsylvania
$218K
ANTB
1316
AMG National Trust Bank
Colorado
$217K +$217K +2,191 New
SIG
1317
Stonegate Investment Group
Alabama
$217K -$1.09K -11 -0.5%
HPBT
1318
Hickory Point Bank & Trust
Illinois
$217K
SFP
1319
Shepherd Financial Partners
Massachusetts
$217K +$596 +6 +0.3%
SIC
1320
Samalin Investment Counsel
New York
$217K +$217K +2,184 New
AC
1321
Avestar Capital
New York
$216K -$58.9K -593 -21%
Acadian Asset Management
1322
Acadian Asset Management
Massachusetts
$216K +$217K +2,187 New
PAS
1323
PKS Advisory Services
New York
$216K +$16K +161 +8%
LWCFA
1324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$214K
Arrowstreet Capital
1325
Arrowstreet Capital
Massachusetts
$214K +$214K +2,152 New