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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$11K
AIM
302
Advantage Investment Management
Iowa
$11K +$4.13K +59 +57%
CHP
303
Cable Hill Partners
Oregon
$10K
IA
304
IFP Advisors
Florida
$9K -$6.51K -93 -41%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$9K -$1.82K -26 -17%
TCOV
306
Trust Company of Vermont
Vermont
$8K +$8.06K +115 New
FANJ
307
Financial Architects (New Jersey)
New Jersey
$7K
AIM
308
Acrospire Investment Management
Illinois
$7K +$7.01K +100 New
CP
309
Corbenic Partners
Pennsylvania
$7K +$7.01K +100 New
ACS
310
Archford Capital Strategies
Illinois
$6K +$6.59K +94 New
TWI
311
Thomas White International
Illinois
$5K -$13.3K -190 -70%
TDC
312
Thompson Davis & Co
Virginia
$5K
MWP
313
MYCIO Wealth Partners
Pennsylvania
$5K +$2.52K +36 +97%
BBHC
314
Brown Brothers Harriman & Co
New York
$5K +$5.04K +72 New
WTB
315
Washington Trust Bank
Washington
$3K +$2.66K +38 New
ASN
316
Advisory Services Network
Georgia
$3K +$3.36K +48 New
FNBT
317
FineMark National Bank & Trust
Florida
$1K
QI
318
QS Investors
New York
$1K
VIA
319
Vantage Investment Advisors
Pennsylvania
$1K +$1.4K +20 New
RWM
320
Raffa Wealth Management
District of Columbia
$963
CCI
321
Columbus Circle Investors
-$26.6M -375,028 Closed
Victory Capital Management
322
Victory Capital Management
Texas
-$20.5M -288,115 Closed
California State Teachers Retirement System (CalSTRS)
323
California State Teachers Retirement System (CalSTRS)
California
-$12.9M -181,000 Closed
WI
324
WBI Investments
New Jersey
-$8.39M -118,026 Closed
TCM
325
Timpani Capital Management
Wisconsin
-$6.64M -93,402 Closed