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Name Holding Trade Value Shares
Change
Change in
Stake
WT
851
Whittier Trust
California
$254K
WEG
852
World Equity Group
Illinois
$253K -$2.07M -23,705 -89%
NFSG
853
Newbridge Financial Services Group
Florida
$253K -$29K -331 -10%
JF
854
Jump Financial
Illinois
$251K +$264K +3,011 New
Empower Advisory Group
855
Empower Advisory Group
Colorado
$250K +$61.8K +706 +31%
BMC
856
Beaton Management Company
Massachusetts
$250K +$5.25K +60 +2%
YCM
857
Yakira Capital Management
Connecticut
$248K
PCM
858
Parsons Capital Management
Rhode Island
$247K -$98.7K -1,128 -28%
FHC
859
First Heartland Consultants
Missouri
$246K +$31.1K +355 +14%
9WM
860
9258 Wealth Management
Ohio
$246K
SFC
861
Strategic Financial Concepts
Texas
$246K +$258K +2,951 New
Koshinski Asset Management
862
Koshinski Asset Management
Illinois
$245K -$160K -1,832 -38%
UCFA
863
United Capital Financial Advisors
Texas
$245K +$48.6K +555 +23%
Thrivent Financial for Lutherans
864
Thrivent Financial for Lutherans
Minnesota
$244K -$16.5M -188,748 -98%
DI
865
Diligent Investors
California
$242K -$13.6K -155 -5%
CBA
866
Coastal Bridge Advisors
Connecticut
$241K
EWM
867
Empirical Wealth Management
Washington
$240K +$252K +2,881 New
GCC
868
Game Creek Capital
Massachusetts
$240K +$252K +2,875 New
NHC
869
Nicholas Hoffman & Company
Georgia
$238K
AssetMark Inc
870
AssetMark Inc
California
$238K +$26K +297 +12%
LSA
871
Lion Street Advisors
Texas
$238K -$205K -2,340 -62%
CCM
872
Coldstream Capital Management
Washington
$237K +$14K +160 +6%
EPA
873
Element Pointe Advisors
Florida
$234K
MSA
874
Marino Stram & Associates
Massachusetts
$233K -$175 -2 -0.1%
LJAC
875
L.J. Altfest & Co
New York
$233K +$245K +2,800 New