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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$327K -$20.3K -75 -6%
NIM
302
Northeast Investment Management
Massachusetts
$327K
TPWA
303
TRUE Private Wealth Advisors
Oregon
$327K +$24.3K +90 +9%
SPC
304
Sigma Planning Corp
Michigan
$321K +$293K +1,085 New
IB
305
Intrust Bank
Kansas
$320K +$11.3K +42 +4%
EB
306
Eastern Bank
Massachusetts
$313K
VFA
307
Voya Financial Advisors
Connecticut
$311K +$18.4K +68 +7%
UR
308
USCA RIA
Texas
$309K +$5.4K +20 +2%
EM
309
ELCO Management
New York
$303K
AIA
310
Armor Investment Advisors
North Carolina
$300K
PPW
311
Parcion Private Wealth
Washington
$296K +$270K +1,000 New
SIAS
312
Shine Investment Advisory Services
Colorado
$293K -$7.02K -26 -3%
CGL
313
Clarius Group LLC
Washington
$288K -$5.67K -21 -2%
SI
314
Stephens Inc
Arkansas
$288K +$263K +973 New
HC
315
Henshaw Capital
Massachusetts
$287K -$20.8K -77 -7%
PCFFS
316
Pacific Center for Financial Services
California
$283K
APA
317
American Portfolios Advisors
New York
$281K +$3.24K +12 +1%
DWA
318
Douglass Winthrop Advisors
New York
$281K
CRC
319
Curi RMB Capital
Illinois
$280K -$8.91K -33 -3%
MWM
320
Mission Wealth Management
California
$276K -$10.8K -40 -4%
EWA
321
EP Wealth Advisors
California
$276K +$540 +2 +0.2%
B
322
Barings
North Carolina
$269K
CG
323
Caprock Group
Idaho
$264K +$241K +892 New
LPT
324
Legacy Private Trust
Wisconsin
$260K +$238K +880 New
APG
325
Abacus Planning Group
South Carolina
$259K