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Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
576
J.M. Forbes & Co
Massachusetts
$235K – – –
MA
577
Mutual Advisors
Nebraska
$234K +$222K +1,780 New
CAM
578
Claret Asset Management
Quebec, Canada
$234K +$232K +1,864 New
CAM
579
Cidel Asset Management
Ontario, Canada
$234K +$23.7K +190 +11%
MWM
580
Mission Wealth Management
California
$233K +$748 +6 +0.3%
IRC
581
Investors Research Corp
Georgia
$232K +$231K +1,850 New
PGFC
582
Peapack-Gladstone Financial Corp
New Jersey
$232K +$374 +3 +0.2%
TRIA
583
Trail Ridge Investment Advisors
Colorado
$231K – – –
RPA
584
Rock Point Advisors
Vermont
$231K – – –
AFG
585
Atomi Financial Group
New York
$226K +$224K +1,800 New
PL
586
Perpetual Ltd
Australia
$226K – – –
VFA
587
Valeo Financial Advisors
Indiana
$225K +$224K +1,794 New
CFG
588
Citizens Financial Group
Rhode Island
$225K +$223K +1,791 New
CPA
589
Capital Performance Advisors
California
$223K +$35.4K +284 +19%
HW
590
Hancock Whitney
Mississippi
$221K +$10.1K +81 +5%
ASN
591
Advisory Services Network
Georgia
$221K -$42.9K -344 -17%
IHL
592
Investment House LLC
California
$217K -$186K -1,489 -46%
MPM
593
MBB Public Markets
Illinois
$217K -$52.5K -421 -20%
SCP
594
Sivia Capital Partners
California
$216K +$214K +1,717 New
CA
595
Clearstead Advisors
Ohio
$211K +$61.1K +490 +41%
AssetMark Inc
596
AssetMark Inc
California
$211K +$198K +1,586 +1,669%
TAM
597
Trust Asset Management
Texas
$210K – – –
CL
598
Choreo LLC
Illinois
$210K +$208K +1,671 New
KCM
599
Kathmere Capital Management
Pennsylvania
$209K +$207K +1,663 New
SLI
600
Sumitomo Life Insurance
Japan
$208K -$6.85K -55 -3%