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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
526
AssetMark Inc
California
$644K +$81.1K +297 +14%
HWA
527
Heartwood Wealth Advisors
Virginia
$636K
ACA
528
Anchor Capital Advisors
Massachusetts
$633K -$6.01K -22 -0.9%
CIC
529
Crawford Investment Counsel
Georgia
$632K -$257K -940 -29%
CIA
530
Concurrent Investment Advisors
Florida
$631K +$21.9K +80 +4%
AG
531
Ascent Group
Virginia
$627K -$124K -455 -17%
Rockefeller Capital Management
532
Rockefeller Capital Management
New York
$622K +$620K +2,271 New
GAG
533
GM Advisory Group
New York
$620K
UWS
534
Unique Wealth Strategies
Illinois
$618K -$27.3K -100 -4%
ACM
535
Aster Capital Management
United Arab Emirates
$616K +$615K +2,252 New
AFG
536
ABLE Financial Group
Arizona
$615K -$15.6K -57 -2%
PIM
537
Penobscot Investment Management
Massachusetts
$614K +$613K +2,244 New
Fuller & Thaler Asset Management
538
Fuller & Thaler Asset Management
California
$613K
TA
539
TKG Advisors
Indiana
$610K +$24K +88 +4%
HCA
540
Harbor Capital Advisors
Illinois
$610K -$36.9K -135 -6%
WPC
541
Wedmont Private Capital
Pennsylvania
$602K +$7.65K +28 +1%
FFA
542
Farther Finance Advisors
California
$594K +$420K +1,537 +242%
IC
543
Inscription Capital
Texas
$584K +$182K +668 +46%
LIM
544
Leavell Investment Management
Alabama
$576K
TE
545
Tema ETFs
New York
$575K +$574K +2,102 New
BFC
546
Bedel Financial Consulting
Indiana
$575K
CAS
547
CTC Alternative Strategies
Illinois
$575K +$574K +2,100 New
ECM
548
Everence Capital Management
Indiana
$572K
1IA
549
1834 Investment Advisors
Wisconsin
$570K +$569K +2,084 New
HAG
550
HighPoint Advisor Group
Illinois
$567K -$11.2K -41 -2%