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Name Holding Trade Value Shares
Change
Change in
Stake
OC
726
Oakworth Capital
Alabama
$35K – – –
IHWM
727
Iron Horse Wealth Management
Iowa
$34K – – –
FP
728
Fiduciary Planning
Florida
$33K +$2.27K +50 +8%
VCM
729
Versant Capital Management
Arizona
$32K -$70.8K -1,559 -71%
TFO
730
Tarbox Family Office
California
$32K -$454 -10 -2%
CTB
731
Country Trust Bank
Illinois
$32K – – –
SBL
732
Sargent Bickham Lagudis
Colorado
$30K – – –
SFPG
733
Stonebridge Financial Planning Group
Florida
$30K – – –
CHC
734
City Holding Co
West Virginia
$30K +$27.3K +600 New
DA
735
Denali Advisors
California
$30K +$27.3K +600 New
BC
736
Burleson & Co
California
$29K +$26.3K +579 New
GAM
737
Gemmer Asset Management
California
$28K – – –
TWA
738
TCI Wealth Advisors
Arizona
$28K +$4.82K +106 +24%
Acadian Asset Management
739
Acadian Asset Management
Massachusetts
$26K -$281K -6,174 -92%
CWA
740
Clearview Wealth Advisors
Oregon
$26K +$500 +11 +2%
AA
741
Ancora Advisors
Ohio
$25K – – –
CWP
742
Concord Wealth Partners
Virginia
$25K – – –
OIA
743
Optimum Investment Advisors
Illinois
$25K – – –
RG
744
Retirement Group
California
$25K +$22.7K +500 New
AssetMark Inc
745
AssetMark Inc
California
$24K -$14.8M -324,696 -100%
CHA
746
Carmichael Hill & Associates
Maryland
$24K +$1.32K +29 +6%
CFO
747
CVA Family Office
Colorado
$24K +$21.8K +480 New
GWS
748
Glassman Wealth Services
Virginia
$23K -$318 -7 -2%
BAM
749
Bellevue Asset Management
Washington
$23K +$227 +5 +1%
TIM
750
Tortoise Investment Management
New York
$23K +$454 +10 +2%