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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$134K +$117K +988 +1,098%
IP
402
Isthmus Partners
Wisconsin
$124K
NIM
403
NuWave Investment Management
New Jersey
$123K +$118K +992 New
DCM
404
Delpha Capital Management
New York
$120K +$115K +968 New
GI
405
Gradient Investments
Minnesota
$113K +$108K +913 New
CA
406
Calton & Associates
Florida
$112K +$99.4K +838 New
LS
407
Livforsakringsbolaget Skandia
Sweden
$110K -$35.6K -300 -25%
ICOM
408
Investment Counselors of Maryland
Maryland
$103K -$117K -984 -54%
DZ Bank
409
DZ Bank
Germany
$100K
PMFA
410
Plante Moran Financial Advisors
Michigan
$100K +$96.1K +810 New
AF
411
Advisornet Financial
Minnesota
$99K +$94.5K +796 New
SO
412
STRS Ohio
Ohio
$91K
WTB
413
Washington Trust Bank
Washington
$74K
FPFS
414
First Personal Financial Services
North Carolina
$71K +$3.56K +30 +6%
EWM
415
Evercore Wealth Management
New York
$66K -$5.93K -50 -9%
CHP
416
Cable Hill Partners
Oregon
$66K -$5.34K -45 -8%
PGWM
417
Parisi Gray Wealth Management
New Jersey
$64K +$60.5K +510 New
EA
418
Edge Advisors
Georgia
$51K -$35K -295 -41%
NIT
419
NumerixS Investment Technologies
British Columbia, Canada
$50K +$47.5K +400 New
PCM
420
Poehling Capital Management
Wisconsin
$50K +$47.5K +400 New
GT
421
Glenmede Trust
Pennsylvania
$49K +$26.5K +223 +129%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$48K +$45.8K +386 New
PCP
423
Proficio Capital Partners
Massachusetts
$34K -$1.78K -15 -5%
STA
424
Summit Trail Advisors
New York
$34K +$29.7K +250 New
SFSIG
425
San Francisco Sentry Investment Group
California
$33K -$5.93K -50 -16%