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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
301
Essex Financial Services
Connecticut
$103K +$2.22K +267 +2%
PP
302
PDS Planning
Ohio
$103K +$9.26K +1,112 +10%
FW
303
FirstPurpose Wealth
Utah
$103K +$5.99K +719 +6%
AWM
304
Apollon Wealth Management
South Carolina
$100K -$2.53K -304 -2%
Lazard Asset Management
305
Lazard Asset Management
New York
$99K -$33.3K -4,000 -25%
KP
306
Keel Point
Alabama
$98K +$98K +11,764 New
FFM
307
Forum Financial Management
Illinois
$97.9K +$4.47K +537 +5%
EWM
308
Endowment Wealth Management
Wisconsin
$97.6K +$97.6K +11,716 New
EM
309
Excalibur Management
Massachusetts
$97.2K -$3.33K -400 -3%
SIG
310
Stonegate Investment Group
Alabama
$96.7K -$12.9K -1,551 -12%
MIS
311
Morningstar Investment Services
Illinois
$96K +$7.3K +877 +8%
IF
312
Ironwood Financial
Arizona
$95.8K
SC
313
Saturna Capital
Washington
$95.8K
AssetMark Inc
314
AssetMark Inc
California
$95.6K +$9.66K +1,160 +11%
HW
315
Hancock Whitney
Mississippi
$94.5K -$1.05K -126 -1%
UB
316
UMB Bank
Missouri
$94.3K +$37.1K +4,457 +65%
TWM
317
Thrive Wealth Management
Pennsylvania
$93.3K -$833 -100 -0.9%
LAS
318
Lloyd Advisory Services
Georgia
$91.2K +$91.2K +10,947 New
NG
319
Norden Group
Utah
$91.2K +$91.2K +10,947 New
DFG
320
Delta Financial Group
New Jersey
$91K +$91.2K +10,949 New
RCAG
321
Rehmann Capital Advisory Group
Michigan
$91K +$90.9K +10,921 New
IAN
322
Integrated Advisors Network
Texas
$90.7K +$2.12K +255 +2%
DWM
323
Drive Wealth Management
Utah
$90.4K -$37.2K -4,463 -29%
BB
324
Busey Bank
Illinois
$90.3K -$48.8K -5,863 -35%
NRC
325
New Republic Capital
North Carolina
$90.2K +$90K +10,810 New