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Name Holding Trade Value Shares
Change
Change in
Stake
NICM
1201
Neo Ivy Capital Management
New York
$79K +$83.5K +384 New
AssetMark Inc
1202
AssetMark Inc
California
$77K -$6.52K -30 -7%
LB
1203
Legacy Bridge
Iowa
$77K – – –
EIM
1204
Essex Investment Management
Massachusetts
$70K – – –
VCM
1205
Versant Capital Management
Arizona
$70K – – –
BWM
1206
BerganKDV Wealth Management
Minnesota
$70K +$65.2K +300 +769%
DWA
1207
Dougherty Wealth Advisers
Minnesota
$69K – – –
GAM
1208
GVO Asset Management
Switzerland
$68K – – –
WPA
1209
West Paces Advisors
Georgia
$65.5K +$10.4K +48 +18%
CFO
1210
CVA Family Office
Colorado
$65K +$24.1K +111 +54%
PWM
1211
Prentice Wealth Management
New York
$62K – – –
GCGDR
1212
Geo Capital Gestora de Recursos
Brazil
$62K +$11.7K +54 +22%
PO
1213
Private Ocean
California
$60K – – –
HC
1214
Hoese & Co
Minnesota
$58K -$63.9K -294 -51%
RFA
1215
Reilly Financial Advisors
California
$57K – – –
GRP
1216
Global Retirement Partners
California
$56K +$435 +2 +0.7%
TFS
1217
TrustCore Financial Services
Tennessee
$55K +$37.8K +174 +183%
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$53K -$2.17K -10 -4%
EFSCE
1219
Enterprise Financial Services Corp (EFSC)
Missouri
$53K – – –
TI
1220
Truehand Inc
New Hampshire
$53K – – –
TFM
1221
TFC Financial Management
Massachusetts
$52K – – –
TWM
1222
Tradition Wealth Management
Minnesota
$52K – – –
CAM
1223
Close Asset Management
United Kingdom
$51K -$3.77M -17,364 -99%
DI
1224
Disciplined Investments
Oklahoma
$51K – – –
MAM
1225
Marquette Asset Management
Minnesota
$51K – – –