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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$279K -$46.5K -639 -14%
PCM
427
Permanent Capital Management
Illinois
$279K +$211K +2,903 New
HI
428
Horizon Investments
North Carolina
$274K +$6.69K +92 +2%
RA
429
RFG Advisory
Alabama
$262K +$268K +3,682 New
JFG
430
Jefferies Financial Group
New York
$258K +$264K +3,629 New
AIP
431
Ameritas Investment Partners
Nebraska
$257K -$15.9K -218 -6%
EWM
432
Evercore Wealth Management
New York
$256K -$3.93K -54 -1%
TI
433
Tidal Investments
Wisconsin
$252K -$104K -1,436 -29%
PVI
434
Pine Valley Investments
New Jersey
$251K -$1.67K -23 -0.6%
SIA
435
Schechter Investment Advisors
Michigan
$249K -$83.7K -1,151 -25%
PWA
436
Physician Wealth Advisors
Utah
$248K
SLAM
437
Swiss Life Asset Management
$247K +$253K +3,480 New
RJT
438
Raymond James Trust
Florida
$246K -$11K -151 -4%
BPA
439
Beacon Pointe Advisors
California
$245K -$94.6K -1,301 -27%
KPWS
440
Kestra Private Wealth Services
Texas
$245K -$1.02K -14 -0.4%
William Blair & Company
441
William Blair & Company
Illinois
$243K -$95.9K -1,319 -28%
EWM
442
Empirical Wealth Management
Washington
$241K +$47.2K +649 +24%
JCM
443
Jacobi Capital Management
Pennsylvania
$240K -$7.35K -101 -3%
LFG
444
Larson Financial Group
Missouri
$239K +$4.95K +68 +2%
PA
445
Parallel Advisors
California
$238K -$12.9K -178 -5%
BAM
446
BOS Asset Management
Illinois
$237K
HWA
447
HCR Wealth Advisors
California
$235K
MMA
448
Miracle Mile Advisors
California
$234K -$25.1K -345 -9%
BCM
449
Brookstone Capital Management
Illinois
$232K -$92.2K -1,268 -29%
LGWM
450
Litman Gregory Wealth Management
California
$231K -$36.4K -500 -13%