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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$212K +$15.9K +1,080 +8%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$211K +$8.26K +560 +4%
CG
78
Caprock Group
Idaho
$209K +$214K +14,535 New
FFG
79
Fortem Financial Group
California
$207K -$959 -65 -0.4%
AG
80
Advisor Group
Arizona
$175K -$230K -15,630 -56%
OWA
81
One Wealth Advisors
California
$161K +$165K +11,170 New
HNB
82
Huntington National Bank
Ohio
$141K -$36.6K -2,480 -20%
OIA
83
OneDigital Investment Advisors
Kansas
$137K
JP Morgan Chase
84
JP Morgan Chase
New York
$135K +$105K +7,150 +323%
AAM
85
Advisors Asset Management
Colorado
$121K +$36.1K +2,445 +41%
GT
86
Glenmede Trust
Pennsylvania
$89K +$3.02K +205 +3%
WAM
87
Wealthspire Advisors (Maryland)
Maryland
$84K -$664 -45 -0.8%
PCG
88
Private Capital Group
Connecticut
$76K -$4.79K -325 -6%
LC
89
Lindbrook Capital
California
$64K +$11.2K +760 +20%
IDBONY
90
Israel Discount Bank of New York
New York
$52K
ZB
91
Zions Bancorporation
Utah
$49K +$49.8K +3,380 New
CAM
92
Cresset Asset Management
Illinois
$47K +$34.3K +2,325 +253%
BL
93
Balentine LLC
Georgia
$31K -$2.73K -185 -8%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$31K +$1.77K +120 +6%
PA
95
Parallel Advisors
California
$30K -$2.14K -145 -7%
EFSCE
96
Enterprise Financial Services Corp (EFSC)
Missouri
$29K -$4.13K -280 -12%
CAW
97
Cornerstone Advisors (Washington)
Washington
$28K +$3.61K +245 +14%
Bessemer Group
98
Bessemer Group
New Jersey
$22K
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$21K -$10.9K -740 -34%
BBNA
100
Bremer Bank National Association
Minnesota
$20K +$20.9K +1,420 New