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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 – – –
WCA
310
Windsor Creek Advisors
Vermont
$301K +$275K +1,017 New
AIA
311
Armor Investment Advisors
North Carolina
$300K – – –
PPW
312
Parcion Private Wealth
Washington
$296K +$270K +1,000 New
SIAS
313
Shine Investment Advisory Services
Colorado
$293K -$7.02K -26 -3%
CGL
314
Clarius Group LLC
Washington
$288K -$5.67K -21 -2%
SI
315
Stephens Inc
Arkansas
$288K +$263K +973 New
HC
316
Henshaw Capital
Massachusetts
$287K -$20.8K -77 -7%
PCFFS
317
Pacific Center for Financial Services
California
$283K – – –
APA
318
American Portfolios Advisors
New York
$281K +$3.24K +12 +1%
DWA
319
Douglass Winthrop Advisors
New York
$281K – – –
CRC
320
Curi RMB Capital
Illinois
$280K -$8.91K -33 -3%
MWM
321
Mission Wealth Management
California
$276K -$10.8K -40 -4%
EWA
322
EP Wealth Advisors
California
$276K +$540 +2 +0.2%
B
323
Barings
North Carolina
$269K – – –
CG
324
Caprock Group
Idaho
$264K +$241K +892 New
LPT
325
Legacy Private Trust
Wisconsin
$260K +$238K +880 New