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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
326
Tarbox Family Office
California
$109K
PFBT
327
Parkside Financial Bank & Trust
Missouri
$102K -$2.27K -14 -3%
PHK
328
Point72 Hong Kong
Hong Kong
$100K +$86.1K +530 New
MAM
329
Marquette Asset Management
Minnesota
$96K +$82.7K +509 New
RCM
330
Requisite Capital Management
Texas
$95K +$81.2K +500 New
CCM
331
Covington Capital Management
California
$85K
FBT
332
First Bank & Trust
South Dakota
$80K -$10.1K -62 -13%
RWA
333
Ropes Wealth Advisors
Massachusetts
$76K +$65K +400 New
LC
334
Lindbrook Capital
California
$75K -$16.2K -100 -20%
AssetMark Inc
335
AssetMark Inc
California
$74K -$6.82K -42 -10%
SWA
336
Sutton Wealth Advisors
Florida
$70.2K
CFGS
337
Concourse Financial Group Securities
Alabama
$66K
Nordea Investment Management
338
Nordea Investment Management
Sweden
$59K +$50.4K +310 New
FHB
339
First Hawaiian Bank
Hawaii
$57K -$11.4K -70 -19%
TF
340
Tompkins Financial
New York
$57K
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$57K +$25.5K +157 New
SFG
342
SevenBridge Financial Group
Pennsylvania
$57K +$48.7K +300 New
IWP
343
Icon Wealth Partners
Texas
$53K +$45.8K +282 New
PFO
344
Pathstone Family Office
New Jersey
$52K
CAM
345
Cresset Asset Management
Illinois
$49K +$12.2K +75 +40%
PAM
346
Paradigm Asset Management
New York
$47.3K -$8.12K -50 -17%
MSFP
347
Mark Sheptoff Financial Planning
Connecticut
$47K
GSWM
348
Golden State Wealth Management
California
$47K +$40.6K +250 New
RCAG
349
Rehmann Capital Advisory Group
Michigan
$46.3K +$4.06K +25 +11%
PAI
350
Pittenger & Anderson Inc
Nebraska
$46K +$36.5K +225 +1,125%