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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
801
AssetMark Inc
California
$285K +$196K +1,564 +175%
TCM
802
Tuttle Capital Management
Connecticut
$283K +$306K +2,436 New
CCMD
803
Cypress Capital Management (Delaware)
Delaware
$281K
LSAG
804
Lake Street Advisors Group
New Hampshire
$273K -$18.8K -150 -6%
LIM
805
Leavell Investment Management
Alabama
$273K
NPA
806
Nichols & Pratt Advisers
Massachusetts
$271K -$127K -1,015 -30%
IIC
807
Ironwood Investment Counsel
Arizona
$268K -$2.26K -18 -0.8%
TAM
808
Trust Asset Management
Texas
$267K +$289K +2,299 New
DI
809
DAGCO Inc
Ohio
$266K -$125K -995 -30%
PCA
810
Peddock Capital Advisors
Massachusetts
$264K
MAG
811
Mayfair Advisory Group
Alabama
$263K +$27.1K +216 +11%
BAM
812
Boyar Asset Management
New York
$262K +$283K +2,256 New
AWM
813
Affinity Wealth Management
Delaware
$260K -$31.4K -250 -10%
CA
814
Cetera Advisors
Colorado
$259K -$46.5K -370 -14%
NG
815
NatWest Group
United Kingdom
$259K +$280K +2,230 New
FANJ
816
Financial Architects (New Jersey)
New Jersey
$257K -$3.64K -29 -1%
OPS
817
Orion Portfolio Solutions
Nebraska
$256K +$80.3K +639 +41%
CAM
818
Columbia Asset Management
Michigan
$255K +$276K +2,200 New
1SB
819
1ST Source Bank
Indiana
$252K -$41.5K -330 -13%
MMHP
820
Murphy Middleton Hinkle & Parker
Georgia
$252K -$5.28K -42 -2%
Fiera Capital (Canada)
821
Fiera Capital (Canada)
Quebec, Canada
$250K +$628 +5 +0.2%
FPCG
822
Fort Pitt Capital Group
Pennsylvania
$248K
WG
823
Welch Group
Alabama
$248K +$268K +2,137 New
WA
824
Wambolt & Associates
Colorado
$246K -$12.2K -97 -4%
FNBT
825
FineMark National Bank & Trust
Florida
$246K -$9.04K -72 -3%