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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
776
AssetMark Inc
California
$259K +$58.3K +1,223 +29%
CI
777
Capital International
California
$259K +$128K +2,681 +95%
MGIA
778
Moneta Group Investment Advisors
Missouri
$258K +$23.7K +498 +10%
BHWM
779
Bar Harbor Wealth Management
New Hampshire
$258K +$261K +5,466 New
NFG
780
Next Financial Group
Texas
$257K -$12.2K -255 -4%
AC
781
Abbrea Capital
California
$257K +$29.3K +615 +13%
STMM
782
South Texas Money Management
Texas
$257K +$260K +5,445 New
CWP
783
Capital Wealth Planning
Florida
$254K -$40.5K -849 -13%
PWAP
784
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$251K -$792K -16,603 -76%
FCI
785
Financial Counselors Inc
Kansas
$251K +$7.39K +155 +3%
EWM
786
Empirical Wealth Management
Washington
$251K +$254K +5,324 New
PR
787
Payden & Rygel
California
$250K -$14.2M -297,700 -98%
AAM
788
American Asset Management
Florida
$250K -$7.15K -150 -3%
IA
789
IFP Advisors
Florida
$250K +$251K +5,267 New
VFA
790
Valeo Financial Advisors
Indiana
$244K +$51.7K +1,084 +27%
APA
791
American Portfolios Advisors
New York
$241K +$6.91K +145 +3%
KCM
792
Kendall Capital Management
Maryland
$237K -$2.24K -47 -0.9%
QI
793
Qtron Investments
Massachusetts
$235K -$393K -8,239 -62%
LOAMS
794
Lombard Odier Asset Management (Switzerland)
Switzerland
$235K +$238K +4,988 New
HIC
795
Holderness Investments Company
North Carolina
$234K -$34.8K -729 -13%
AWM
796
Alterna Wealth Management
Texas
$231K +$233K +4,894 New
MIFH
797
Migdal Insurance & Financial Holdings
Israel
$230K +$107K +2,244 +85%
LJAC
798
L.J. Altfest & Co
New York
$229K -$3.62K -76 -2%
OPA
799
Old Port Advisors
Maine
$227K – – –
GRP
800
Global Retirement Partners
California
$226K -$21.8K -458 -9%