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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1176
Oakworth Capital
Alabama
$58K
HIA
1177
Harbor Investment Advisory
Maryland
$58K +$1.22K +4 +2%
AssetMark Inc
1178
AssetMark Inc
California
$57K +$10.3K +34 +21%
FP
1179
Financial Perspectives
Minnesota
$56.6K -$338K -1,113 -85%
RWM
1180
Raffa Wealth Management
District of Columbia
$56K -$7.9K -26 -12%
SC
1181
Solstein Capital
California
$55K +$14.6K +48 +34%
SBL
1182
Sargent Bickham Lagudis
Colorado
$55K +$54.7K +180 +2,250%
SGAM
1183
Smith Group Asset Management
Texas
$54K -$4.39M -14,434 -99%
TFIPS
1184
Towarzystwo Funduszy Inwestycyjnych PZU SA
$53.5K
WT
1185
Washington Trust
Rhode Island
$51K +$2.74K +9 +5%
JGIA
1186
Jackson Grant Investment Advisers
Connecticut
$50K
CB
1187
Community Bank
New York
$49K
GRP
1188
Global Retirement Partners
California
$49K
ONST
1189
Old North State Trust
North Carolina
$49K
CFO
1190
CVA Family Office
Colorado
$48K -$182K -600 -75%
CCA
1191
Catalyst Capital Advisors
New York
$48K -$7.6K -25 -13%
MRC
1192
Millburn Ridgefield Corp
New York
$48K -$7.6K -25 -13%
HFM
1193
Harvest Fund Management
China
$46K
PMFA
1194
Plante Moran Financial Advisors
Michigan
$46K +$7.29K +24 +18%
LWM
1195
Liberty Wealth Management
California
$46K +$21K +69 +86%
MGIM
1196
M&G Investment Management
United Kingdom
$44.6K -$18.5M -60,744 -29%
BWA
1197
BDO Wealth Advisors
Florida
$43K -$3.04K -10 -6%
TWM
1198
Tradition Wealth Management
Minnesota
$41K -$1.22K -4 -3%
RA
1199
Resolute Advisors
California
$40K
MCM
1200
MV Capital Management
Maryland
$40K +$17.3K +57 +70%