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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1476
Baystate Wealth Management
Massachusetts
$181K +$21.9K +305 +13%
AssetMark Inc
1477
AssetMark Inc
California
$180K +$9.1K +127 +5%
MLFP
1478
MPS Loria Financial Planners
Illinois
$174K +$197K +2,747 New
VNA
1479
Valley National Advisers
Pennsylvania
$171K +$573 +8 +0.3%
CAM
1480
ClariVest Asset Management
California
$168K -$3.73K -52 -2%
MME
1481
Meag Munich Ergo
Germany
$163K -$3.49M -48,649 -95%
PCA
1482
Peddock Capital Advisors
Massachusetts
$158K
HCM
1483
Highlander Capital Management
New Jersey
$157K
OIA
1484
OneDigital Investment Advisors
Kansas
$154K +$169K +2,352 New
SC
1485
Skylands Capital
Wisconsin
$151K
LA
1486
Legacy Advisors
Pennsylvania
$146K
CT
1487
Clearstead Trust
Maine
$137K +$149K +2,079 New
JCM
1488
Jacobi Capital Management
Pennsylvania
$134K +$71.7K +1,000 +96%
SQA
1489
Simon Quick Advisors
New Jersey
$132K -$44.2K -617 -24%
SWA
1490
Sutton Wealth Advisors
Florida
$131K +$932 +13 +0.7%
KF
1491
Krilogy Financial
Missouri
$129K -$155K -2,168 -53%
CIA
1492
Cascade Investment Advisors
Oregon
$127K
LBG
1493
Lloyds Banking Group
United Kingdom
$123K -$10K -140 -7%
JFA
1494
JNBA Financial Advisors
Minnesota
$122K -$2.87K -40 -2%
WPA
1495
West Paces Advisors
Georgia
$122K -$26.4K -369 -17%
BL
1496
Balentine LLC
Georgia
$110K -$61.9K -864 -34%
TCM
1497
Tradewinds Capital Management
Washington
$108K +$21.4K +298 +22%
MFBTD
1498
MB Financial Bank - Trust Department
Illinois
$107K -$6.31K -88 -5%
MCIA
1499
Mountain Capital Investment Advisors
Colorado
$107K +$116K +1,619 New
PCP
1500
Proficio Capital Partners
Massachusetts
$106K -$35.7K -498 -24%