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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
676
Clarius Group LLC
Washington
$655K -$138K -359 -18%
PGIM
677
Pacific Global Investment Management
California
$653K
AssetMark Inc
678
AssetMark Inc
California
$652K -$1.24M -3,225 -66%
BW
679
Bison Wealth
Georgia
$652K +$18.5K +48 +3%
GM
680
GeoWealth Management
Illinois
$651K +$499K +1,294 +357%
CWM
681
Circle Wealth Management
New Jersey
$650K +$45.1K +117 +8%
SAM
682
Strategy Asset Managers
California
$649K +$637K +1,651 New
BCWM
683
Bartlett & Co Wealth Management
Ohio
$639K +$386 +1 +0.1%
SC
684
Syon Capital
California
$638K +$3.08K +8 +0.5%
DWT
685
Dorsey & Whitney Trust
South Dakota
$637K +$58.6K +152 +10%
ECM
686
Evergreen Capital Management
Washington
$634K -$145K -375 -19%
IFWM
687
Institute for Wealth Management
Colorado
$633K -$6.55K -17 -1%
GSC
688
Grey Street Capital
Illinois
$633K +$621K +1,610 New
EI
689
Ellevest Inc
New York
$626K +$12.3K +32 +2%
VFA
690
Valeo Financial Advisors
Indiana
$625K +$2.31K +6 +0.4%
M
691
MOTCO
Texas
$620K +$602K +1,561 +9,756%
ATC
692
Argent Trust Co
Tennessee
$617K +$23.9K +62 +4%
Dodge & Cox
693
Dodge & Cox
California
$615K -$52.4K -136 -8%
LA
694
LVW Advisors
New York
$615K +$85.2K +221 +16%
CRC
695
Curi RMB Capital
Illinois
$614K +$1.93K +5 +0.3%
EWM
696
Evercore Wealth Management
New York
$611K -$40.5K -105 -6%
Empower Advisory Group
697
Empower Advisory Group
Colorado
$607K +$6.17K +16 +1%
NP
698
NorthRock Partners
Minnesota
$593K +$43.6K +113 +8%
BDA
699
Borer Denton & Associates
Pennsylvania
$592K
GCM
700
Graham Capital Management
Connecticut
$590K -$1.16M -3,003 -67%