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Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
676
TD Ameritrade Investment Management
Nebraska
$61K +$45.1K +644 +366%
HGWM
677
Harvest Group Wealth Management
Massachusetts
$60K +$140 +2 +0.2%
LWM
678
Liberty Wealth Management
California
$59K -$103K -1,474 -65%
HCM
679
Highlander Capital Management
New Jersey
$59K – – –
AssetMark Inc
680
AssetMark Inc
California
$59K +$4.34K +62 +8%
NL
681
NVWM LLC
Pennsylvania
$59K +$56K +800 New
MCM
682
MV Capital Management
Maryland
$57K +$1.96K +28 +4%
MAM
683
Meeder Asset Management
Ohio
$50K -$140 -2 -0.3%
CIM
684
Centersquare Investment Management
Pennsylvania
$47K -$18.2K -260 -29%
AIM
685
AIA Investment Management
Singapore
$47K +$45K +642 New
CCM
686
Cribstone Capital Management
Maine
$43K – – –
PCG
687
Private Capital Group
Connecticut
$43K +$1.4K +20 +4%
MG
688
MilWealth Group
Wisconsin
$42.5K – – –
ST
689
Smithfield Trust
Pennsylvania
$40K +$7.56K +108 +25%
JWM
690
Janiczek Wealth Management
Colorado
$39K -$37.4K -534 -50%
IFAM
691
Institutional & Family Asset Management
Colorado
$35K +$280 +4 +0.9%
PFBT
692
Parkside Financial Bank & Trust
Missouri
$33K – – –
SLF
693
Sun Life Financial
Ontario, Canada
$33K +$280 +4 +0.9%
EWM
694
Endurance Wealth Management
Rhode Island
$32K – – –
GWAG
695
Garrett Wealth Advisory Group
Texas
$31.1K +$29.5K +422 New
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$30K – – –
MMG
697
Monetary Management Group
Missouri
$30K – – –
EIM
698
Essex Investment Management
Massachusetts
$29K – – –
VCM
699
Vigilant Capital Management
Maine
$29K – – –
RA
700
Rational Advisors
New York
$28K -$26K -372 -49%