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Name Holding Trade Value Shares
Change
Change in
Stake
DBG
876
De Burlo Group
Massachusetts
$69.5K +$63K +984 New
AssetMark Inc
877
AssetMark Inc
California
$69K -$10.4K -163 -14%
GI
878
Gradient Investments
Minnesota
$69K +$320 +5 +0.5%
SCM
879
Silvant Capital Management
Georgia
$67K +$35.2K +550 +136%
FHA
880
First Horizon Advisors
Tennessee
$66K -$138K -2,153 -70%
CCM
881
Copeland Capital Management
Pennsylvania
$66K
KFI
882
Key Financial Inc
Pennsylvania
$66K
PK
883
Pflug Koory
Nebraska
$66K
SWM
884
Spire Wealth Management
Virginia
$65K -$325K -5,074 -85%
SWM
885
Sugarloaf Wealth Management
Georgia
$63K +$11.5K +179 +28%
FF
886
FourThought Financial
Florida
$61K
CTB
887
Country Trust Bank
Illinois
$61K +$5.5K +86 +11%
PPWM
888
PFG Private Wealth Management
Florida
$61K +$51.2K +800 +1,270%
CFB
889
Cullen/Frost Bankers
Texas
$60K
CCM
890
Covington Capital Management
California
$60K +$28.8K +450 +113%
T
891
TOBAM
France
$58K
RIM
892
Rockbridge Investment Management
New York
$57.1K
HNWAG
893
High Net Worth Advisory Group
Florida
$57K +$43.3K +676 +541%
T
894
TCWP
Ohio
$56K +$50.9K +796 New
AG
895
AIA Group
Hong Kong
$55K
KFAA
896
Klaas Financial Asset Advisors
Illinois
$55K
IAS
897
IMA Advisory Services
Colorado
$52K -$6.4K -100 -12%
PCG
898
Private Capital Group
Connecticut
$52K
HWMA
899
Heritage Wealth Management (Arizona)
Arizona
$51K +$46K +718 New
OC
900
Oakworth Capital
Alabama
$49K