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Name Holding Trade Value Shares
Change
Change in
Stake
AC
526
AlphaCore Capital
California
$241K +$240K +722 New
GIA
527
Gateway Investment Advisers
Ohio
$239K -$81.4K -245 -25%
PPW
528
Parcion Private Wealth
Washington
$239K +$238K +717 New
SWP
529
Sagespring Wealth Partners
Tennessee
$238K -$3.65K -11 -2%
OIA
530
OneDigital Investment Advisors
Kansas
$234K +$233K +703 New
OWA
531
One Wealth Advisors
California
$233K +$232K +699 New
CNB
532
Camden National Bank
Maine
$227K +$227K +682 New
CIA
533
Caerus Investment Advisors
Texas
$227K +$226K +681 New
BAAM
534
Baker Avenue Asset Management
California
$226K +$225K +678 New
JCM
535
Jacobi Capital Management
Pennsylvania
$225K +$225K +676 New
CAM
536
Claret Asset Management
Quebec, Canada
$224K -$8.97K -27 -4%
MF
537
Magnetar Financial
Illinois
$224K +$223K +672 New
AssetMark Inc
538
AssetMark Inc
California
$223K +$6.97K +21 +3%
SFC
539
SYM Financial Corp
Indiana
$221K +$220K +663 New
HFS
540
Hantz Financial Services
Michigan
$219K +$59.1K +178 +37%
CFP
541
Catalyst Financial Partners
Massachusetts
$219K +$218K +657 New
DWP
542
Daymark Wealth Partners
Ohio
$215K +$215K +646 New
HPCM
543
Hunter Perkins Capital Management
Illinois
$214K +$213K +642 New
AAM
544
Advisors Asset Management
Colorado
$209K +$39.2K +118 +23%
LOAMS
545
Lombard Odier Asset Management (Switzerland)
Switzerland
$209K +$208K +626 New
AWA
546
Arkadios Wealth Advisors
Georgia
$208K +$207K +624 New
AUB
547
Atlantic Union Bankshares
Virginia
$207K -$198K -597 -49%
PA
548
Parallel Advisors
California
$205K +$11.6K +35 +6%
MWM
549
Mission Wealth Management
California
$203K +$203K +610 New
C
550
Certuity
Florida
$202K +$201K +606 New