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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
1026
Beacon Investment Advisory Services
New Jersey
$218K +$224K +3,436 New
ABN AMRO Investment Solutions
1027
ABN AMRO Investment Solutions
$217K +$224K +3,427 New
Jones Financial Companies
1028
Jones Financial Companies
Missouri
$216K -$58.4K -895 -21%
PGH
1029
Partners Group Holding
Switzerland
$216K – – –
GCM
1030
Gibraltar Capital Management
Oklahoma
$215K +$1.44K +22 +0.7%
SIM
1031
Sentry Investment Management
Wisconsin
$213K +$27.2K +416 +14%
PTCG
1032
Pring Turner Capital Group
California
$213K +$219K +3,355 New
ST
1033
Sabal Trust
Florida
$212K +$218K +3,336 New
HCP
1034
Hexagon Capital Partners
Arkansas
$211K +$97.9K +1,500 +82%
LWMG
1035
Levy Wealth Management Group
Pennsylvania
$211K +$217K +3,327 New
SCA
1036
Stonebridge Capital Advisors
Minnesota
$211K +$203K +3,102 +1,391%
Summit Trail Advisors
1037
Summit Trail Advisors
New York
$211K +$217K +3,320 New
OFG
1038
Oxford Financial Group
Indiana
$210K +$216K +3,309 New
BW
1039
Bison Wealth
Georgia
$210K +$216K +3,304 New
GFS
1040
GYL Financial Synergies
Connecticut
$209K +$215K +3,295 New
LAS
1041
Lloyd Advisory Services
Georgia
$209K +$215K +3,287 New
NG
1042
Norden Group
Utah
$209K +$215K +3,287 New
Bridges Investment Management
1043
Bridges Investment Management
Nebraska
$207K +$213K +3,266 New
GWM
1044
Gray Wealth Management
Maine
$206K +$212K +3,241 New
Penserra Capital Management
1045
Penserra Capital Management
California
$205K +$22.3K +341 +12%
RMC
1046
Regis Management Company
California
$205K +$211K +3,235 New
FWM
1047
Focused Wealth Management
New York
$205K +$12.1K +185 +6%
CWM
1048
Curi Wealth Management
North Carolina
$203K +$209K +3,204 New
SRIM
1049
Saratoga Research & Investment Management
California
$203K +$209K +3,198 New
MHIC
1050
Marble Harbor Investment Counsel
Massachusetts
$201K +$207K +3,175 New