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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
701
AssetMark Inc
California
$250K +$1.53K +4 +0.7%
CFM
702
Catalyst Funds Management
Australia
$250K -$3.74M -9,790 -94%
GCM
703
Gunpowder Capital Management
Maryland
$250K
WWC
704
Waypoint Wealth Counsel
Georgia
$248K -$188K -492 -45%
SFG
705
Southern Financial Group
Alabama
$247K -$55.4K -145 -20%
HIP
706
HUB Investment Partners
Texas
$247K +$227K +594 New
SCM
707
Semanteon Capital Management
Massachusetts
$247K -$12.6K -33 -5%
WC
708
Waterloo Capital
Texas
$245K +$226K +590 New
TW
709
Trajan Wealth
Arizona
$244K -$15.3K -40 -6%
MGP
710
M&G plc
United Kingdom
$243K +$223K +583 New
PCS
711
Personal CFO Solutions
New Jersey
$242K +$222K +581 New
EI
712
Ellevest Inc
New York
$239K +$219K +574 New
AIM
713
Acropolis Investment Management
Missouri
$238K
PWPS
714
Pinnacle Wealth Planning Services
Ohio
$236K -$221K -577 -50%
EARNEST Partners
715
EARNEST Partners
Georgia
$234K +$215K +563 New
TPI
716
Trust Point Inc
Wisconsin
$234K +$215K +563 New
KRW
717
Kaufman Rossin Wealth
Florida
$232K +$231K +603 New
BPC
718
Banque Pictet & Cie
Switzerland
$229K -$64.6K -169 -23%
MAM
719
Milestone Asset Management
Pennsylvania
$229K +$211K +551 New
SSCA
720
South Shore Capital Advisors
Massachusetts
$229K -$134K -350 -39%
AFA
721
American Financial Advisors
Georgia
$229K +$210K +550 New
BGDI
722
BW Gestao de Investimentos
Brazil
$223K +$205K +537 New
HWM
723
Howard Wealth Management
Connecticut
$222K +$204K +534 New
MVF
724
Markin Volterra Fund
New York
$222K +$204K +533 New
CAM
725
Claret Asset Management
Quebec, Canada
$219K -$308K -805 -60%