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Name Holding Trade Value Shares
Change
Change in
Stake
QL
451
Quarry LP
New York
$98.2K -$92.7K -595 -47%
MA
452
Montag & Associates
Georgia
$91.3K
Bessemer Group
453
Bessemer Group
New Jersey
$90K +$7.79K +50 +9%
GWM
454
Geneos Wealth Management
Colorado
$79.6K
GSEP
455
Golden State Equity Partners
California
$77.1K +$81.5K +523 New
BA
456
Ballast Advisors
Minnesota
$73.6K +$77.9K +500 New
BOJHT
457
Bank of Jackson Hole Trust
Wyoming
$67.4K
CTC
458
Central Trust Company
Missouri
$66K +$2.96K +19 +4%
Mirae Asset Global Investments
459
Mirae Asset Global Investments
South Korea
$64K +$67.8K +435 New
BW
460
Basepoint Wealth
Iowa
$60.4K +$312 +2 +0.5%
LWM
461
Lodestone Wealth Management
Washington
$55.3K +$156 +1 +0.3%
WT
462
Whittier Trust
California
$55.2K +$14.7K +94 +34%
RFP
463
Root Financial Partners
California
$55.2K +$10.3K +66 +21%
CT
464
Caldwell Trust
Florida
$49.2K
VSQM
465
V-Square Quantitative Management
Illinois
$48.4K -$2.96K -19 -5%
VCM
466
Versant Capital Management
Arizona
$47.8K +$312 +2 +0.6%
CI
467
CX Institutional
Indiana
$46K +$156 +1 +0.3%
NSIM
468
North Star Investment Management
Illinois
$44.2K
TFGT
469
TS Financial Group (TSFG)
Illinois
$43K
TFA
470
Transamerica Financial Advisors
Florida
$39.1K +$10.3K +66 +33%
RFA
471
Reyes Financial Architecture
California
$38.7K -$42.7K -274 -51%
AAP
472
Arax Advisory Partners
Colorado
$36.2K -$89.3K -573 -70%
Kayne Anderson Rudnick Investment Management
473
Kayne Anderson Rudnick Investment Management
California
$35.6K -$33.8K -217 -47%
AssetMark Inc
474
AssetMark Inc
California
$34K +$7.17K +46 +25%
TWD
475
True Wealth Design
Ohio
$32.7K -$3.74K -24 -10%