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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1226
Argent Financial Group
Louisiana
$698K +$669K +1,352 New
MFIM
1227
Mesirow Financial Investment Management
Illinois
$698K +$62.9K +127 +10%
TAM
1228
Townsend Asset Management
North Carolina
$697K -$289K -583 -30%
RWPA
1229
Richard W. Paul & Associates
Michigan
$695K -$20.8K -42 -3%
EHC
1230
Everett Harris & Co
California
$695K – – –
BWP
1231
BSW Wealth Partners
Colorado
$688K +$108K +218 +20%
MIS
1232
Morningstar Investment Services
Illinois
$688K +$121K +244 +22%
CPIG
1233
Chicago Partners Investment Group
Illinois
$687K +$115K +232 +21%
BOM
1234
Bank of Marin
California
$687K -$1.98K -4 -0.3%
AWM
1235
Ameliora Wealth Management
Switzerland
$685K +$40.1K +81 +7%
LFAS
1236
Level Four Advisory Services
Texas
$680K +$14.8K +30 +2%
JSW
1237
Journey Strategic Wealth
New Jersey
$679K +$45.5K +92 +8%
OFS
1238
Orrstown Financial Services
Pennsylvania
$676K +$33.2K +67 +5%
RCWM
1239
Royal Capital Wealth Management
Indiana
$672K – – –
AssetMark Inc
1240
AssetMark Inc
California
$671K +$103K +208 +19%
MGIA
1241
Moneta Group Investment Advisors
Missouri
$666K -$82.6K -167 -11%
BW
1242
Bison Wealth
Georgia
$664K +$171K +346 +37%
NHC
1243
Nicholas Hoffman & Company
Georgia
$663K -$62.4K -126 -9%
CT
1244
Caldwell Trust
Florida
$663K +$117K +236 +23%
SL
1245
SFM LLC
New Hampshire
$658K +$1.98K +4 +0.3%
SIAG
1246
Signet Investment Advisory Group
Rhode Island
$657K +$629K +1,271 New
JFGIW
1247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$656K -$239K -482 -28%
LAM
1248
L2 Asset Management
Massachusetts
$656K +$21.3K +43 +4%
SPC
1249
Sigma Planning Corp
Michigan
$655K -$307K -620 -33%
SMG
1250
Smart Money Group
Texas
$653K +$52K +105 +8%