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Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
401
Knights of Columbus Asset Advisors
Connecticut
$210K +$13.9K +262 +7%
EDRH
402
Edmond de Rothschild Holding
Switzerland
$210K +$18.2K +344 +9%
MCM
403
MAI Capital Management
Ohio
$210K +$222K +4,194 New
RJT
404
Raymond James Trust
Florida
$209K +$5.19K +98 +2%
FHA
405
First Horizon Advisors
Tennessee
$209K +$26.3K +497 +13%
KA
406
Klingman & Associates
New York
$209K +$221K +4,178 New
MA
407
Mutual Advisors
Nebraska
$206K +$218K +4,113 New
XT
408
XTX Topco
Cayman Islands
$202K +$214K +4,045 New
CB
409
Commerce Bank
Missouri
$201K -$14.5K -274 -6%
CFB
410
Cullen/Frost Bankers
Texas
$201K +$2.7K +51 +1%
MCC
411
Malaga Cove Capital
California
$201K +$212K +4,010 New
BDWCC
412
B&D White Capital Company
Texas
$200K +$212K +4,000 New
IUHSA
413
Itau Unibanco Holding S.A.
Brazil
$183K +$194K +3,660 New
GWM
414
Geneos Wealth Management
Colorado
$171K +$67.7K +1,279 +60%
CLOS
415
Compagnie Lombard Odier SCmA
Switzerland
$170K
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$166K -$953 -18 -0.5%
AssetMark Inc
417
AssetMark Inc
California
$162K -$190K -3,580 -53%
FMP
418
Financial Management Professionals
Texas
$151K +$8.21K +155 +5%
BONH
419
Bank of New Hampshire
New Hampshire
$150K
UID
420
Union Investments & Development
Israel
$150K
OIS
421
Okabena Investment Services
Minnesota
$133K +$141K +2,667 New
AIM
422
Acropolis Investment Management
Missouri
$129K
MHR
423
Matthew Hamilton Rosenberg
$125K
HNWAG
424
High Net Worth Advisory Group
Florida
$121K -$8.74K -165 -6%
GWSG
425
GPS Wealth Strategies Group
Colorado
$120K +$7.15K +135 +6%