Name Holding Trade Value Shares
Change
Change in
Stake
S
451
SignatureFD
Georgia
$100K +$14.7K +94 +16%
QL
452
Quarry LP
New York
$98.2K -$92.7K -595 -47%
MA
453
Montag & Associates
Georgia
$91.3K – – –
Bessemer Group
454
Bessemer Group
New Jersey
$90K +$7.79K +50 +9%
GWM
455
Geneos Wealth Management
Colorado
$79.6K – – –
GSEP
456
Golden State Equity Partners
California
$77.1K +$81.5K +523 New
BA
457
Ballast Advisors
Minnesota
$73.6K +$77.9K +500 New
BOJHT
458
Bank of Jackson Hole Trust
Wyoming
$67.4K – – –
CTC
459
Central Trust Company
Missouri
$66K +$2.96K +19 +4%
Mirae Asset Global Investments
460
Mirae Asset Global Investments
South Korea
$64K +$67.8K +435 New
BW
461
Basepoint Wealth
Iowa
$60.4K +$312 +2 +0.5%
LWM
462
Lodestone Wealth Management
Washington
$55.3K +$156 +1 +0.3%
WT
463
Whittier Trust
California
$55.2K +$14.7K +94 +34%
RFP
464
Root Financial Partners
California
$55.2K +$10.3K +66 +21%
CT
465
Caldwell Trust
Florida
$49.2K – – –
VSQM
466
V-Square Quantitative Management
Illinois
$48.4K -$2.96K -19 -5%
VCM
467
Versant Capital Management
Arizona
$47.8K +$312 +2 +0.6%
CI
468
CX Institutional
Indiana
$46K +$156 +1 +0.3%
NSIM
469
North Star Investment Management
Illinois
$44.2K – – –
TFGT
470
TS Financial Group (TSFG)
Illinois
$43K – – –
TFA
471
Transamerica Financial Advisors
Florida
$39.1K +$10.3K +66 +33%
RFA
472
Reyes Financial Architecture
California
$38.7K -$42.7K -274 -51%
AAP
473
Arax Advisory Partners
Colorado
$36.2K -$89.3K -573 -70%
Kayne Anderson Rudnick Investment Management
474
Kayne Anderson Rudnick Investment Management
California
$35.6K -$33.8K -217 -47%
AssetMark Inc
475
AssetMark Inc
California
$34K +$7.17K +46 +25%