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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$997K +$17K +554 +1%
TWM
402
TriaGen Wealth Management
California
$989K -$35.7K -1,163 -3%
BP
403
Ballentine Partners
Massachusetts
$984K -$63.7K -2,074 -5%
MNBTD
404
Moody National Bank Trust Division
Texas
$978K +$289K +9,422 +32%
HI
405
Human Investing
Oregon
$971K -$8.57K -279 -0.7%
CG
406
Cutler Group
California
$966K +$760K +24,750 +176%
WLPWM
407
Walled Lake Planning & Wealth Management
Illinois
$961K +$584 +19 +0%
MA
408
Mutual Advisors
Nebraska
$957K +$81K +2,638 +7%
PCA
409
Peddock Capital Advisors
Massachusetts
$956K -$48.5K -1,578 -4%
HWM
410
HB Wealth Management
Georgia
$950K +$162K +5,260 +16%
DMBA
411
Deseret Mutual Benefit Administrators
Utah
$923K -$191K -6,210 -14%
AFA
412
Abacus FCF Advisors
Florida
$922K -$83.5K -2,720 -7%
CCP
413
Corient Capital Partners
California
$901K +$147K +4,784 +21%
ZIM
414
Zacks Investment Management
Illinois
$899K -$54.2M -1,764,494 -98%
Lido Advisors
415
Lido Advisors
California
$894K +$624K +20,312 +130%
API
416
Advisor Partners II
California
$880K +$1.08M +35,320 New
CL
417
CSS LLC
Illinois
$878K +$200K +6,500 +23%
PCMU
418
Paragon Capital Management (Utah)
Utah
$875K +$43.2K +1,406 +4%
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
$875K +$668K +21,749 +163%
CB
420
Cadence Bank
Mississippi
$875K +$1.08M +35,128 New
CFO
421
Collective Family Office
Pennsylvania
$868K -$21.3K -695 -2%
LPT
422
Legacy Private Trust
Wisconsin
$867K -$17.5K -570 -2%
OFG
423
OmniStar Financial Group
North Carolina
$865K +$246K +8,004 +30%
MWM
424
Mission Wealth Management
California
$863K -$340K -11,078 -24%
JCM
425
Jacobi Capital Management
Pennsylvania
$858K +$102K +3,337 +11%