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Name Holding Trade Value Shares
Change
Change in
Stake
WF
451
Welch & Forbes
Massachusetts
$137K +$134K +2,300 New
EBA
452
Eagle Bay Advisors
New York
$137K +$36K +618 +37%
RWM
453
Ritholtz Wealth Management
New York
$137K -$158K -2,706 -54%
SFS
454
Security Financial Services
Indiana
$137K +$134K +2,294 New
GL
455
Graypoint LLC
New York
$135K +$132K +2,265 New
ZCA
456
Zeke Capital Advisors
Pennsylvania
$135K +$132K +2,263 New
RFC
457
Regions Financial Corp
Alabama
$130K +$4.08K +70 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
458
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$129K -$2.72M -46,625 -96%
AssetMark Inc
459
AssetMark Inc
California
$127K +$115K +1,979 +1,337%
SSW
460
Smith Shellnut Wilson
Mississippi
$127K +$3.62K +62 +3%
IA
461
Integrity Advisory
Kansas
$126K -$1.92K -33 -2%
SC
462
Schoolcraft Capital
Colorado
$126K – – –
Baird Financial Group
463
Baird Financial Group
Wisconsin
$125K -$3.15K -54 -2%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$123K +$20.8K +356 +21%
TI
465
Tidal Investments
Wisconsin
$122K -$345K -5,919 -74%
SAM
466
Silvercrest Asset Management
New York
$121K – – –
FAFN
467
First Affirmative Financial Network
Colorado
$120K +$118K +2,018 New
FFN
468
Focus Financial Network
Minnesota
$120K – – –
HH
469
Hilltop Holdings
Texas
$120K +$117K +2,012 New
MPAM
470
Murphy Pohlad Asset Management
Minnesota
$119K – – –
SIM
471
Sentry Investment Management
Wisconsin
$115K – – –
Bessemer Group
472
Bessemer Group
New Jersey
$114K -$20.1K -344 -15%
MWM
473
MinichMacGregor Wealth Management
New York
$110K +$107K +1,841 New
NFSG
474
Newbridge Financial Services Group
Florida
$108K +$38.1K +654 +56%
SOW
475
State of Wyoming
Wyoming
$105K -$108K -1,859 -51%