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Name Holding Trade Value Shares
Change
Change in
Stake
FCM
226
Forester Capital Management
Illinois
$276K
YWP
227
YorkBridge Wealth Partners
New York
$273K +$274K +3,190 New
AssetMark Inc
228
AssetMark Inc
California
$270K +$132K +1,542 +97%
BBHC
229
Brown Brothers Harriman & Co
New York
$264K +$95.3K +1,110 +57%
WAS
230
WESPAC Advisors SoCal
California
$264K -$63.4K -738 -19%
Toronto Dominion Bank
231
Toronto Dominion Bank
Ontario, Canada
$260K -$85.9K -1,000 -25%
Brown Advisory
232
Brown Advisory
Maryland
$250K +$6.1K +71 +3%
CF
233
CenterStar Fund
Illinois
$245K
CWA
234
Cypress Wealth Advisors
California
$243K +$16.6K +193 +7%
B
235
Bailard
California
$225K -$114K -1,333 -34%
AC
236
Addenda Capital
Quebec, Canada
$224K
PAG
237
Private Advisor Group
New Jersey
$224K +$216K +2,518 New
MC
238
Miles Capital
Iowa
$220K +$218K +2,541 New
CRC
239
Curi RMB Capital
Illinois
$215K -$586K -6,828 -73%
LW
240
Linscomb Wealth
Texas
$215K -$18.9K -220 -8%
PFS
241
Physicians Financial Services
North Carolina
$215K -$8.59K -100 -4%
IAA
242
Independent Advisor Alliance
North Carolina
$212K +$204K +2,375 New
SBH
243
Segall Bryant & Hamill
Illinois
$211K
MFS
244
MSI Financial Services
Massachusetts
$211K +$85.4K +994 +69%
MWM
245
Mission Wealth Management
California
$207K +$206K +2,394 New
BIMC
246
Benson Investment Management Company
Virginia
$203K +$201K +2,343 New
RIM
247
Ranger International Management
Illinois
$181K
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K +$24.1K +281 +16%
NFG
249
Next Financial Group
Texas
$165K -$10.7K -125 -6%
HR
250
Howe & Rusling
New York
$138K -$24.8K -289 -15%