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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
551
AssetMark Inc
California
$3M +$1.33M +4,256 +69%
MFG
552
Merit Financial Group
Georgia
$3M +$3.26M +10,436 New
GJIC
553
Gamble Jones Investment Counsel
California
$2.99M
RJT
554
Raymond James Trust
Florida
$2.93M -$39K -125 -1%
IWC
555
Integrated Wealth Concepts
Massachusetts
$2.93M +$416K +1,333 +15%
VIA
556
Vident Investment Advisory
Georgia
$2.92M +$1.88M +6,021 +146%
BOTW
557
Bank of the West
California
$2.92M -$1.56K -5 -0%
AAS
558
Avantax Advisory Services
Texas
$2.92M +$61.9K +198 +2%
NGA
559
Naples Global Advisors
Florida
$2.9M +$1.56K +5 +0%
CSPIA
560
Cary Street Partners Investment Advisory
Virginia
$2.9M +$116K +371 +4%
FCH
561
Freestone Capital Holdings
Washington
$2.89M +$2.49M +7,973 +385%
AC
562
Addenda Capital
Quebec, Canada
$2.88M -$31.2K -100 -1%
TCCM
563
Timber Creek Capital Management
Massachusetts
$2.88M -$11.9K -38 -0.4%
RWA
564
Roberts Wealth Advisors
California
$2.82M +$74.7K +239 +2%
TCOV
565
Trust Company of Vermont
Vermont
$2.8M -$26.2K -84 -0.9%
EL
566
Essex LLC
Illinois
$2.79M -$35.9K -115 -1%
SB
567
Simmons Bank
Arkansas
$2.78M +$97.5K +312 +3%
TFS
568
Thoroughbred Financial Services
Tennessee
$2.77M +$112K +358 +4%
BAM
569
Blueshift Asset Management
New Jersey
$2.77M +$3.01M +9,625 New
PAS
570
Park Avenue Securities
New York
$2.76M +$390K +1,250 +15%
PWLP
571
Prio Wealth Limited Partnership
Massachusetts
$2.75M -$32.2K -103 -1%
DC
572
Davenport & Co
Virginia
$2.75M -$35K -112 -1%
FNB
573
Farmers National Bank
Kentucky
$2.73M -$129K -414 -4%
BPA
574
Beacon Pointe Advisors
California
$2.67M -$413K -1,321 -12%
SAM
575
Sabadell Asset Management
Spain
$2.66M -$846K -2,708 -22%