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Name Holding Trade Value Shares
Change
Change in
Stake
HL
401
Harding Loevner
New Jersey
$70K +$69.4K +672 New
MAM
402
Marquette Asset Management
Minnesota
$65K +$64.8K +628 New
MDCM
403
Morgan Dempsey Capital Management
Wisconsin
$63K – – –
OIA
404
Optimum Investment Advisors
Illinois
$59K – – –
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$55K +$2.58K +25 +5%
TI
406
Truehand Inc
New Hampshire
$52K – – –
CIAS
407
Capital Investment Advisory Services
North Carolina
$51K -$4.95K -48 -9%
FGAM
408
Financial Gravity Asset Management
Texas
$51K +$50.5K +489 New
RFWA
409
RPg Family Wealth Advisory
Massachusetts
$50.4K +$50.1K +485 New
Acadian Asset Management
410
Acadian Asset Management
Massachusetts
$50K -$831K -8,050 -94%
GLI
411
Guardian Life Insurance
New York
$43K +$1.14K +11 +3%
AS
412
Altshuler Shaham
Israel
$42K +$44.1K +427 +42%
TCOV
413
Trust Company of Vermont
Vermont
$40K -$1.24K -12 -3%
PCM
414
Penserra Capital Management
California
$38K -$1.5M -14,563 -98%
PB
415
Pinnacle Bancorp
Nebraska
$38K – – –
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K – – –
GAM
417
Gemmer Asset Management
California
$34K – – –
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$33K -$108K -1,045 -89%
AF
419
Advisornet Financial
Minnesota
$32K -$826 -8 -3%
EWM
420
Executive Wealth Management
Michigan
$32K – – –
SIM
421
Sonora Investment Management
Arizona
$31K – – –
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$31K +$10K +97 +49%
LFA
423
Legacy Financial Advisors
Kentucky
$29K +$18.4K +178 +178%
SLF
424
Sun Life Financial
Ontario, Canada
$25K -$15.5K -150 -38%
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$25K – – –