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Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
401
Tower Research Capital (TRC)
New York
$38K +$2.7K +48 +6%
CWM
402
Cranbrook Wealth Management
Michigan
$37K – – –
AssetMark Inc
403
AssetMark Inc
California
$35K +$42.7K +760 New
PCM
404
Penserra Capital Management
California
$33K -$497K -8,836 -92%
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$33K -$1.35K -24 -3%
Rockefeller Capital Management
406
Rockefeller Capital Management
New York
$33K – – –
GLI
407
Guardian Life Insurance
New York
$32K – – –
SLF
408
Sun Life Financial
Ontario, Canada
$32K +$56 +1 +0.1%
KA
409
Kaizen Advisory
Illinois
$31K +$4.61K +82 +14%
RFC
410
Regions Financial Corp
Alabama
$30K -$8.99K -160 -20%
RCAG
411
Rehmann Capital Advisory Group
Michigan
$29.4K -$7.92K -141 -18%
ESB
412
Essex Savings Bank
Connecticut
$29K +$35.5K +632 New
EWM
413
Endurance Wealth Management
Rhode Island
$28K – – –
FAM
414
Fred Alger Management
New York
$28K – – –
LPWM
415
Lake Point Wealth Management
Texas
$28K +$34.1K +607 New
JCM
416
Jacobi Capital Management
Pennsylvania
$26K -$5K -89 -14%
BAM
417
Barrett Asset Management
New York
$24K -$5.62K -100 -16%
FNC
418
First National Corp
Massachusetts
$24K +$29.3K +521 New
LNB
419
Ledyard National Bank
$23K – – –
RFA
420
Reilly Financial Advisors
California
$23K – – –
RWA
421
Ropes Wealth Advisors
Massachusetts
$23K – – –
TC
422
Trust Company
Kansas
$22K – – –
Loomis, Sayles & Company
423
Loomis, Sayles & Company
Massachusetts
$21K +$3.99K +71 +18%
PA
424
Parallel Advisors
California
$20K +$1.85K +33 +8%
RA
425
Rational Advisors
New York
$19K +$10.7K +190 +82%