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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$97.1K +$21K +2,634 +28%
HA
302
Herold Advisors
New York
$96.9K -$598 -75 -0.6%
ACA
303
Anchor Capital Advisors
Massachusetts
$93.9K -$32.8K -4,120 -26%
IF
304
Ironwood Financial
Arizona
$93.7K
PWM
305
Perigon Wealth Management
California
$93.6K +$91.7K +11,504 New
SC
306
Saturna Capital
Washington
$93.6K
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$92.4K +$3.85K +483 +4%
CCM
308
Coldstream Capital Management
Washington
$92.3K -$14.4K -1,805 -14%
PP
309
PDS Planning
Ohio
$91.9K +$89.9K +11,284 New
FFM
310
Forum Financial Management
Illinois
$91.4K -$16 -2 -0%
BIA
311
Bigelow Investment Advisors
Maine
$91.4K
BF
312
BOK Financial
Oklahoma
$90.9K -$125K -15,730 -58%
PTC
313
Private Trust Company
Ohio
$90.6K +$8.8K +1,104 +11%
RB
314
Renasant Bank
Mississippi
$89.6K +$87.7K +11,006 New
QI
315
Qtron Investments
Massachusetts
$87.9K
FW
316
FirstPurpose Wealth
Utah
$87.6K +$717 +90 +0.8%
MCC
317
Money Concepts Capital
Florida
$87.5K -$57.8K -7,248 -40%
PFO
318
Pathstone Family Office
New Jersey
$86.9K -$73.6K -9,229 -47%
KWA
319
KCS Wealth Advisory
California
$85.9K -$20.1K -2,524 -19%
LFA
320
Legacy Financial Advisors
Kentucky
$85.8K +$84K +10,544 New
V
321
Veritable
Delaware
$84.1K +$82.4K +10,332 New
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$84K -$598 -75 -0.7%
DFG
323
Delta Financial Group
New Jersey
$84K
ICG
324
InterOcean Capital Group
Tennessee
$82.6K -$2.03K -255 -2%
DAS
325
Dynamic Advisor Solutions
Arizona
$82.5K +$80.7K +10,129 New