Name Holding Trade Value Shares
Change
Change in
Stake
CRC
526
Curi RMB Capital
Illinois
$244K +$4.65K +14 +2%
PS
527
Principal Securities
Iowa
$243K -$9.96K -30 -4%
AC
528
AlphaCore Capital
California
$241K +$240K +722 New
GIA
529
Gateway Investment Advisers
Ohio
$239K -$81.4K -245 -25%
PPW
530
Parcion Private Wealth
Washington
$239K +$238K +717 New
SWP
531
Sagespring Wealth Partners
Tennessee
$238K -$3.65K -11 -2%
OIA
532
OneDigital Investment Advisors
Kansas
$234K +$233K +703 New
OWA
533
One Wealth Advisors
California
$233K +$232K +699 New
CNB
534
Camden National Bank
Maine
$227K +$227K +682 New
CIA
535
Caerus Investment Advisors
Texas
$227K +$226K +681 New
BAAM
536
Baker Avenue Asset Management
California
$226K +$225K +678 New
JCM
537
Jacobi Capital Management
Pennsylvania
$225K +$225K +676 New
CAM
538
Claret Asset Management
Quebec, Canada
$224K -$8.97K -27 -4%
MF
539
Magnetar Financial
Illinois
$224K +$223K +672 New
AssetMark Inc
540
AssetMark Inc
California
$223K +$6.97K +21 +3%
SFC
541
SYM Financial Corp
Indiana
$221K +$220K +663 New
HFS
542
Hantz Financial Services
Michigan
$219K +$59.1K +178 +37%
CFP
543
Catalyst Financial Partners
Massachusetts
$219K +$218K +657 New
DWP
544
Daymark Wealth Partners
Ohio
$215K +$215K +646 New
HPCM
545
Hunter Perkins Capital Management
Illinois
$214K +$213K +642 New
AAM
546
Advisors Asset Management
Colorado
$209K +$39.2K +118 +23%
LOAMS
547
Lombard Odier Asset Management (Switzerland)
Switzerland
$209K +$208K +626 New
AWA
548
Arkadios Wealth Advisors
Georgia
$208K +$207K +624 New
AUB
549
Atlantic Union Bankshares
Virginia
$207K -$198K -597 -49%
PA
550
Parallel Advisors
California
$205K +$11.6K +35 +6%