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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
701
Winslow Evans & Crocker
Massachusetts
$50K +$10.6K +214 +28%
BRC
702
Bell Rock Capital
Delaware
$50K -$4.88K -99 -9%
RIM
703
Rampart Investment Management
Connecticut
$50K +$47.3K +958 New
BL
704
Balentine LLC
Georgia
$48K
AssetMark Inc
705
AssetMark Inc
California
$48K +$1.14K +23 +3%
IWM
706
IHT Wealth Management
Illinois
$47K -$5.67K -115 -11%
EA
707
Edge Advisors
Georgia
$41K +$15.7K +318 +66%
RFWA
708
RPg Family Wealth Advisory
Massachusetts
$40.8K +$38.9K +788 New
GBBWRPM
709
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K -$4.69K -95 -11%
JFA
710
JNBA Financial Advisors
Minnesota
$39K
GRP
711
Global Retirement Partners
California
$38K +$3.01K +61 +9%
PCP
712
Proficio Capital Partners
Massachusetts
$38K +$5.43K +110 +17%
PA
713
Parallel Advisors
California
$34K -$65.1K -1,319 -66%
EFSCE
714
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$4.44K -90 -12%
WTB
715
Washington Trust Bank
Washington
$33K -$1.43K -29 -4%
AW
716
Alpha Windward
Massachusetts
$30K
Lazard Asset Management
717
Lazard Asset Management
New York
$28K -$3.88M -78,634 -99%
VIA
718
Vantage Investment Advisors
Pennsylvania
$27K
VCM
719
Vigilant Capital Management
Maine
$27K
FDCDDQ
720
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.4K +$25.2K +510 New
CAW
721
Cornerstone Advisors (Washington)
Washington
$26K -$6.61K -134 -21%
SP
722
Symmetry Partners
Connecticut
$26K +$24.8K +502 New
LF
723
Lee Financial
Texas
$25K -$13.1K -265 -36%
MWM
724
Mascoma Wealth Management
New Hampshire
$24K
BTIS
725
BB&T Investment Services
North Carolina
$24K +$17.2K +349 +253%