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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
River Wealth Advisors
Pennsylvania
$3.11M -$36.9K -118 -1%
CAM
552
Cypress Asset Management
Texas
$3.11M -$147K -470 -4%
KCM
553
Karp Capital Management
California
$3.06M +$3.33M +10,651 New
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$3.06M -$10K -32 -0.3%
AssetMark Inc
555
AssetMark Inc
California
$3M +$1.33M +4,256 +69%
MFG
556
Merit Financial Group
Georgia
$3M +$3.26M +10,436 New
GJIC
557
Gamble Jones Investment Counsel
California
$2.99M – – –
RJT
558
Raymond James Trust
Florida
$2.93M -$39K -125 -1%
IWC
559
Integrated Wealth Concepts
Massachusetts
$2.93M +$416K +1,333 +15%
VIA
560
Vident Investment Advisory
Georgia
$2.92M +$1.88M +6,021 +146%
BOTW
561
Bank of the West
California
$2.92M -$1.56K -5 -0%
AAS
562
Avantax Advisory Services
Texas
$2.92M +$61.9K +198 +2%
NGA
563
Naples Global Advisors
Florida
$2.9M +$1.56K +5 +0%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$2.9M +$116K +371 +4%
FCH
565
Freestone Capital Holdings
Washington
$2.89M +$2.49M +7,973 +385%
AC
566
Addenda Capital
Quebec, Canada
$2.88M -$31.2K -100 -1%
TCCM
567
Timber Creek Capital Management
Massachusetts
$2.88M -$11.9K -38 -0.4%
RWA
568
Roberts Wealth Advisors
California
$2.82M +$74.7K +239 +2%
TCOV
569
Trust Company of Vermont
Vermont
$2.8M -$26.2K -84 -0.9%
EL
570
Essex LLC
Illinois
$2.79M -$35.9K -115 -1%
SB
571
Simmons Bank
Arkansas
$2.78M +$97.5K +312 +3%
TFS
572
Thoroughbred Financial Services
Tennessee
$2.77M +$112K +358 +4%
BAM
573
Blueshift Asset Management
New Jersey
$2.77M +$3.01M +9,625 New
PAS
574
Park Avenue Securities
New York
$2.76M +$390K +1,250 +15%
PWLP
575
Prio Wealth Limited Partnership
Massachusetts
$2.75M -$32.2K -103 -1%