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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
326
Tradewinds Capital Management
Washington
$88K
DSC
327
Duncker Streett & Co
Missouri
$81K
CA
328
Clearstead Advisors
Ohio
$78K
AssetMark Inc
329
AssetMark Inc
California
$77K +$3.3K +94 +4%
IA
330
IFP Advisors
Florida
$72K +$26.9K +766 +52%
IA
331
IndexIQ Advisors
New York
$71K +$46.1K +1,312 +152%
WT
332
Whittier Trust
California
$66K
QCG
333
Quadrant Capital Group
Ohio
$66K +$53.1K +1,511 +298%
SFSIG
334
San Francisco Sentry Investment Group
California
$65K
CIA
335
CSat Investment Advisory
Michigan
$64K +$14.6K +417 +27%
MAM
336
Meeder Asset Management
Ohio
$63K +$16.3K +465 +32%
NIM
337
NuWave Investment Management
New Jersey
$57K +$60.6K +1,727 New
HDIM
338
Hanson & Doremus Investment Management
Vermont
$50K -$7.58K -216 -12%
HFM
339
Harvest Fund Management
China
$50K
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$49K
GT
341
Glenmede Trust
Pennsylvania
$45K -$589K -16,774 -92%
WTC
342
WhitTier Trust Company
Nevada
$44K
PCG
343
Private Capital Group
Connecticut
$42K -$10.3K -293 -18%
FHA
344
First Horizon Advisors
Tennessee
$37K -$3.3K -94 -8%
TPCW
345
TD Private Client Wealth
New York
$36K +$6.57K +187 +20%
PFS
346
Prospera Financial Services
Texas
$36K +$39.3K +1,118 New
ABC
347
Associated Banc-Corp
Wisconsin
$33K +$35.1K +1,000 New
NNP
348
Nachman Norwood & Parrott
South Carolina
$32K +$34.2K +974 New
BCA
349
Berman Capital Advisors
Georgia
$28K +$12.9K +368 +72%
ONST
350
Old North State Trust
North Carolina
$28K +$30.3K +864 New