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Name Holding Trade Value Shares
Change
Change in
Stake
BG
826
Bollard Group
Massachusetts
$74K +$35 +2 +0%
C
827
Cerebellum
California
$74K +$19.3K +1,101 New
HIA
828
Harbor Investment Advisory
Maryland
$73K -$2.63K -150 -4%
AssetMark Inc
829
AssetMark Inc
California
$73K +$19.3K +1,102 +38%
NB
830
Nicolet Bankshares
Wisconsin
$71K
EFSCE
831
Enterprise Financial Services Corp (EFSC)
Missouri
$71K +$14.5K +829 +27%
FWM
832
Focused Wealth Management
New York
$70K -$17K -971 -20%
RCG
833
Rock Creek Group
District of Columbia
$70K +$66.3K +3,782 New
CIA
834
CSat Investment Advisory
Michigan
$68K +$4.45K +254 +7%
HL
835
Harding Loevner
New Jersey
$65K -$155M -8,843,267 -100%
RIM
836
Rockbridge Investment Management
New York
$63K +$59.6K +3,400 New
AF
837
Advisornet Financial
Minnesota
$61K -$58.5K -3,341 -50%
SNT
838
Security National Trust
West Virginia
$57K -$91.2K -5,208 -63%
HFM
839
Hartford Financial Management
Connecticut
$56K -$289K -16,483 -84%
AF
840
Arrow Financial
New York
$56K -$2.47K -141 -4%
JFA
841
JNBA Financial Advisors
Minnesota
$56K +$13.2K +756 +33%
BCA
842
Berman Capital Advisors
Georgia
$56K +$26.8K +1,531 +98%
CFG
843
CKW Financial Group
Hawaii
$55K +$3.5K +200 +7%
CAW
844
Cornerstone Advisors (Washington)
Washington
$54K +$13.7K +783 +36%
FMTCOCP
845
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K
FRA
846
Front Row Advisors
California
$53K
TFS
847
TrustCore Financial Services
Tennessee
$47K +$17.2K +983 +63%
CFG
848
Citizens Financial Group
Rhode Island
$46K -$84K -4,793 -66%
PA
849
Parallel Advisors
California
$46K -$1.79K -102 -4%
CHA
850
Carmichael Hill & Associates
Maryland
$46K +$8.6K +491 +24%