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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
501
Vestmark Advisory Solutions
Massachusetts
$229K +$236K +3,854 New
PIM
502
Penobscot Investment Management
Massachusetts
$226K – – –
SWP
503
Stratos Wealth Partners
Ohio
$226K – – –
BG
504
Benedetti & Gucer
Georgia
$216K – – –
HC
505
Hamilton Capital
Ohio
$216K +$3.8K +62 +2%
BL
506
Balentine LLC
Georgia
$215K -$1.23K -20 -0.6%
CG
507
Colony Group
Massachusetts
$214K +$221K +3,599 New
MC
508
Moors & Cabot
Massachusetts
$213K – – –
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$211K +$4.05K +66 +2%
BPA
510
Beacon Pointe Advisors
California
$211K +$217K +3,540 New
DMBA
511
Deseret Mutual Benefit Administrators
Utah
$210K +$217K +3,534 New
TI
512
Tidal Investments
Wisconsin
$208K +$214K +3,498 New
PA
513
Parallel Advisors
California
$207K +$11.8K +193 +6%
TMAM
514
Tokio Marine Asset Management
Japan
$202K – – –
S
515
SignatureFD
Georgia
$202K +$23.3K +380 +13%
WW
516
Westshore Wealth
California
$200K +$1.96K +32 +1%
PHK
517
Point72 Hong Kong
Hong Kong
$194K +$200K +3,261 New
DFCM
518
Dark Forest Capital Management
Puerto Rico
$194K +$200K +3,266 New
SWA
519
Sutton Wealth Advisors
Florida
$187K – – –
FNBOSM
520
First National Bank of South Miami
Florida
$185K -$26.7K -435 -12%
AssetMark Inc
521
AssetMark Inc
California
$182K -$405K -6,602 -68%
EWM
522
Endurance Wealth Management
Rhode Island
$178K – – –
EWM
523
Evermay Wealth Management
Virginia
$172K +$177K +2,895 New
PCTC
524
Perkins Coie Trust Company
Washington
$159K – – –
VCM
525
Vigilant Capital Management
Maine
$152K – – –