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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
2051
AssetMark Inc
California
$49K +$2.66K +11 +6%
MAM
2052
Marquette Asset Management
Minnesota
$48K – – –
FPB
2053
First PREMIER Bank
South Dakota
$48K +$9.67K +40 +25%
SA
2054
SRH Advisors
Kansas
$48K +$24.2K +100 +100%
RDWM
2055
Red Door Wealth Management
Tennessee
$47K +$47.6K +197 New
WPA
2056
West Paces Advisors
Georgia
$46.7K – – –
AA
2057
Addison Advisors
Vermont
$46K +$45.9K +190 New
SFFS
2058
Stonehage Fleming Financial Services
Jersey
$44K +$44.2K +183 New
PFA
2059
Professional Financial Advisors
Nebraska
$43K – – –
SGAM
2060
Smith Group Asset Management
Texas
$43K +$43.5K +180 New
CH
2061
Canton Hathaway
Rhode Island
$42K – – –
TIM
2062
Tortoise Investment Management
New York
$40K – – –
CB
2063
CNB Bank
Pennsylvania
$39K +$9.67K +40 +33%
CQS
2064
Credential Qtrade Securities
$38.3K -$36.3K -150 -48%
SIS
2065
Sound Income Strategies
Florida
$37K -$94.8K -392 -72%
MTCM
2066
Mint Tower Capital Management
Netherlands
$36K +$36.3K +150 New
AFG
2067
Albion Financial Group
Utah
$34K +$34.3K +142 New
KFP
2068
KB Financial Partners
New Jersey
$33K -$9.19K -38 -22%
RA
2069
Resolute Advisors
California
$33K -$967 -4 -3%
ETC
2070
Exchange Traded Concepts
Oklahoma
$32K -$51K -211 -61%
DWMG
2071
DB Wealth Management Group
California
$31K – – –
LWA
2072
Lenox Wealth Advisors
New York
$31K +$25.9K +107 +486%
ACA
2073
Atlas Capital Advisors
Wyoming
$28.7K +$4.83K +20 +20%
BCPWM
2074
Bradley & Co Private Wealth Management
Florida
$27K – – –
RAM
2075
Riggs Asset Management
Pennsylvania
$27K – – –