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Name Holding Trade Value Shares
Change
Change in
Stake
CA
901
Cetera Advisors
Colorado
$226K +$3.04K +10 +1%
BFS
902
Bradley Foster & Sargent
Connecticut
$224K – – –
CTI
903
Community Trust & Investment
Kentucky
$223K – – –
OWA
904
One Wealth Advisors
California
$222K +$213K +701 New
MFG
905
Magnus Financial Group
New York
$220K – – –
AIC
906
Ameritas Investment Company
Nebraska
$219K -$185K -609 -47%
AssetMark Inc
907
AssetMark Inc
California
$219K +$130K +430 +164%
TCOT
908
Trust Company of Toledo
Ohio
$215K – – –
IAN
909
Integrated Advisors Network
Texas
$214K -$20.6K -68 -9%
MGIA
910
Moneta Group Investment Advisors
Missouri
$212K +$203K +670 New
FBB
911
Fulton Breakefield Broenniman
Maryland
$211K +$202K +666 New
RP
912
Rowlandmiller & Partners
Georgia
$211K +$1.52K +5 +0.8%
CCM
913
Compton Capital Management
Rhode Island
$210K -$39.5K -130 -16%
PTC
914
Private Trust Company
Ohio
$210K +$202K +664 New
FPCM
915
Financial Partners Capital Management
New York
$208K +$200K +659 New
IC
916
Inscription Capital
Texas
$208K +$199K +656 New
NG
917
NatWest Group
United Kingdom
$207K +$198K +653 New
MMPW
918
Mitchell McLeod Pugh & Williams
Alabama
$207K +$199K +655 New
NAM
919
North American Management
Massachusetts
$206K +$197K +650 New
WIC
920
Whitegate Investment Counselors
New Hampshire
$206K +$197K +650 New
BG
921
Bahl & Gaynor
Ohio
$206K +$198K +652 New
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$206K +$199K +655 New
HCA
923
Harbour Capital Advisors
Virginia
$203K +$195K +643 New
MF
924
Magnetar Financial
Illinois
$202K -$233K -769 -55%
PWLP
925
Prio Wealth Limited Partnership
Massachusetts
$202K -$10.3K -34 -5%