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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1201
AssetMark Inc
California
$77K -$6.52K -30 -7%
LB
1202
Legacy Bridge
Iowa
$77K
EIM
1203
Essex Investment Management
Massachusetts
$70K
VCM
1204
Versant Capital Management
Arizona
$70K
BWM
1205
BerganKDV Wealth Management
Minnesota
$70K +$65.2K +300 +769%
DWA
1206
Dougherty Wealth Advisers
Minnesota
$69K
GAM
1207
GVO Asset Management
Switzerland
$68K
WPA
1208
West Paces Advisors
Georgia
$65.5K +$10.4K +48 +18%
CFO
1209
CVA Family Office
Colorado
$65K +$24.1K +111 +54%
PWM
1210
Prentice Wealth Management
New York
$62K
GCGDR
1211
Geo Capital Gestora de Recursos
Brazil
$62K +$11.7K +54 +22%
PO
1212
Private Ocean
California
$60K
HC
1213
Hoese & Co
Minnesota
$58K -$63.9K -294 -51%
RFA
1214
Reilly Financial Advisors
California
$57K
GRP
1215
Global Retirement Partners
California
$56K +$435 +2 +0.7%
TFS
1216
TrustCore Financial Services
Tennessee
$55K +$37.8K +174 +183%
PFBT
1217
Parkside Financial Bank & Trust
Missouri
$53K -$2.17K -10 -4%
EFSCE
1218
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
TI
1219
Truehand Inc
New Hampshire
$53K
TFM
1220
TFC Financial Management
Massachusetts
$52K
TWM
1221
Tradition Wealth Management
Minnesota
$52K
CAM
1222
Close Asset Management
United Kingdom
$51K -$3.77M -17,364 -99%
DI
1223
Disciplined Investments
Oklahoma
$51K
MAM
1224
Marquette Asset Management
Minnesota
$51K
PA
1225
Perennial Advisors
New York
$50K