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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
601
AssetMark Inc
California
$20K -$16.4K -304 -46%
CAL
602
Capital Analysts LLC
Pennsylvania
$20K
GAM
603
Gemmer Asset Management
California
$20K
DSC
604
Duncker Streett & Co
Missouri
$19K
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$17K -$27K -500 -63%
CHP
606
Cable Hill Partners
Oregon
$17K
AS
607
Altshuler Shaham
Israel
$17K +$16.8K +312 New
MCM
608
Manchester Capital Management
Vermont
$16K
EARNEST Partners
609
EARNEST Partners
Georgia
$15K
MOS
610
MGO One Seven
Ohio
$15K
Barrow, Hanley, Mewhinney & Strauss
611
Barrow, Hanley, Mewhinney & Strauss
Texas
$14K -$324 -6 -2%
WAP
612
Wealthcare Advisory Partners
Pennsylvania
$14K
FC
613
Ferris Capital
Massachusetts
$14K +$13.4K +248 New
AF
614
Advisornet Financial
Minnesota
$13K -$169K -3,132 -93%
PFBT
615
Parkside Financial Bank & Trust
Missouri
$13K +$5.18K +96 +76%
TFO
616
Tarbox Family Office
California
$12K +$971 +18 +9%
PMFA
617
Plante Moran Financial Advisors
Michigan
$11K +$1.73K +32 +19%
SFM
618
Signet Financial Management
New Jersey
$11K +$10.8K +200 New
PFO
619
Pathstone Family Office
New Jersey
$11K +$11K +204 New
SWA
620
Sutton Wealth Advisors
Florida
$10.1K
MPPLM
621
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10K -$10.1K -188 -52%
BCWM
622
Bartlett & Co Wealth Management
Ohio
$9.08K +$8.74K +162 New
PW
623
Price Wealth
Texas
$9K -$8.96K -166 -50%
SFG
624
SevenBridge Financial Group
Pennsylvania
$9K -$5.93K -110 -41%
BC
625
Bartlett & Co
Ohio
$9K +$8.74K +162 New