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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1776
Professional Advisory Services
Florida
$240K
PWPS
1777
Pinnacle Wealth Planning Services
Ohio
$239K -$34.7K -466 -13%
NWM
1778
Northwest Wealth Management
Iowa
$239K
PSG
1779
Planning Solutions Group
Maryland
$239K +$15K +202 +7%
EIA
1780
Edgemoor Investment Advisors
Maryland
$238K
FWP
1781
FAS Wealth Partners
Kansas
$237K +$2.46K +33 +1%
AssetMark Inc
1782
AssetMark Inc
California
$235K -$1.71K -23 -0.8%
Ninety One (UK)
1783
Ninety One (UK)
United Kingdom
$232K
PVWM
1784
Point View Wealth Management
New Jersey
$232K
PO
1785
Private Ocean
California
$232K +$53K +713 +33%
BCP
1786
Blackhawk Capital Partners
Wisconsin
$232K +$216K +2,900 New
FCA
1787
FinTrust Capital Advisors
South Carolina
$231K -$41.8K -562 -16%
JWA
1788
JFS Wealth Advisors
Pennsylvania
$230K -$2.6K -35 -1%
SIA
1789
SeaBridge Investment Advisors
New Jersey
$230K
LF
1790
Lee Financial
Texas
$230K +$44.6K +600 +26%
RIG
1791
Roosevelt Investment Group
New York
$229K
MCP
1792
Mirador Capital Partners
California
$229K +$1.41K +19 +0.7%
SRC
1793
Sage Rhino Capital
California
$229K +$213K +2,862 New
WI
1794
WrapManager Inc
California
$229K +$213K +2,864 New
MA
1795
MCF Advisors
Kentucky
$228K -$32.7K -440 -13%
PCM
1796
Palisade Capital Management
New Jersey
$228K -$7.29K -98 -3%
OAM
1797
Occidental Asset Management
California
$228K
LC
1798
Lindbrook Capital
California
$228K +$34.2K +460 +19%
JA
1799
JOYN Advisors
Georgia
$228K +$212K +2,849 New
SAM
1800
Summit Asset Management
Tennessee
$228K +$212K +2,855 New