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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
676
AssetMark Inc
California
$10K -$3.16K -244 -22%
SA
677
SRH Advisors
Kansas
$10K
TFA
678
Toth Financial Advisory
Virginia
$10K +$10.4K +800 New
CIA
679
CSat Investment Advisory
Michigan
$10K +$11.1K +860 New
TWA
680
TCI Wealth Advisors
Arizona
$9K +$4.09K +316 +72%
TL
681
TrueWealth LLC
Georgia
$9K +$6.58K +508 +184%
RE
682
RBC Europe
United Kingdom
$7.03K
AWM
683
AllSquare Wealth Management
New York
$7K
DBT
684
Dubuque Bank & Trust
Iowa
$7K
EARNEST Partners
685
EARNEST Partners
Georgia
$7K
EWM
686
Edge Wealth Management
New York
$7K
PMFA
687
Plante Moran Financial Advisors
Michigan
$7K
PS
688
Portfolio Strategies
New York
$7K
SIAP
689
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K
RWM
690
Raffa Wealth Management
District of Columbia
$6.11K
GFP
691
Gryphon Financial Partners
Ohio
$6K -$362 -28 -6%
PW
692
Price Wealth
Texas
$6K +$3K +232 +100%
WIM
693
Westside Investment Management
California
$5.76K
CPA
694
Clear Perspective Advisors
Illinois
$5K
FGAM
695
Financial Gravity Asset Management
Texas
$5K +$3.16K +244 +203%
1832 Asset Management
696
1832 Asset Management
Ontario, Canada
$5K +$4.71K +364 New
GCM
697
Gables Capital Management
Florida
$5K +$4.87K +376 New
WPA
698
West Paces Advisors
Georgia
$4.86K
EFSCE
699
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$1.81K -140 -30%
TFO
700
Tarbox Family Office
California
$4K