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Name Holding Trade Value Shares
Change
Change in
Stake
CT
601
Caldwell Trust
Florida
$63K +$62.3K +800 New
AssetMark Inc
602
AssetMark Inc
California
$62K +$1.32K +17 +2%
VanEck Associates
603
VanEck Associates
New York
$61K -$8.95K -115 -13%
MA
604
MCF Advisors
Kentucky
$59K
FWM
605
FSA Wealth Management
Massachusetts
$59K +$58.4K +750 New
AF
606
Advisornet Financial
Minnesota
$58K
ECM
607
Estabrook Capital Management
New York
$55.2K
SBL
608
Sargent Bickham Lagudis
Colorado
$54K +$78 +1 +0.1%
OPS
609
Orion Portfolio Solutions
Nebraska
$54K +$52.9K +680 New
LWM
610
Liberty Wealth Management
California
$53K
PA
611
Parallel Advisors
California
$51K -$778 -10 -2%
MCM
612
McMillion Capital Management
North Carolina
$50K
PWMG
613
Prestige Wealth Management Group
New Jersey
$47K
HGWM
614
Harvest Group Wealth Management
Massachusetts
$46K +$78 +1 +0.2%
SSB
615
Sandy Spring Bank
Maryland
$44K +$17.3K +222 +66%
GEA
616
Glen Eagle Advisors
New Jersey
$43.4K +$35K +450 +446%
ST
617
Sageworth Trust
Pennsylvania
$43K
GLI
618
Guardian Life Insurance
New York
$41K
GRP
619
Global Retirement Partners
California
$41K +$12.5K +160 +45%
Lazard Asset Management
620
Lazard Asset Management
New York
$40K -$2.71M -34,804 -99%
JCM
621
Jacobi Capital Management
Pennsylvania
$40K +$39.8K +511 New
BWA
622
BDO Wealth Advisors
Florida
$39K
KTC
623
Kistler-Tiffany Companies
Pennsylvania
$39K
SFSIG
624
San Francisco Sentry Investment Group
California
$39K
MAM
625
Meeder Asset Management
Ohio
$38K +$15.6K +200 +69%