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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
576
AssetMark Inc
California
$280K +$23.3K +340 +9%
CAG
577
Crestwood Advisors Group
Massachusetts
$279K -$274 -4 -0.1%
GVAG
578
Great Valley Advisor Group
Delaware
$276K +$7.94K +116 +3%
SG
579
Stonnington Group
California
$274K -$27.4K -400 -9%
WOSD
580
WFA of San Diego
California
$274K -$12K -176 -4%
PL
581
Plancorp LLC
Missouri
$274K +$684 +10 +0.2%
OCM
582
One Capital Management
California
$273K +$283K +4,134 New
AL
583
Aspiriant LLC
California
$272K -$23.7K -346 -8%
RIL
584
Rothschild Investment LLC
Illinois
$272K
NA
585
NewEdge Advisors
Louisiana
$272K +$21.1K +308 +8%
FCB
586
First Command Bank
Texas
$271K +$144K +2,106 +106%
FCFS
587
First Command Financial Services
Texas
$271K +$144K +2,106 +106%
BAIA
588
Bel Air Investment Advisors
California
$270K -$110K -1,602 -28%
BB
589
Busey Bank
Illinois
$270K +$279K +4,082 New
XT
590
XTX Topco
Cayman Islands
$269K -$6.3K -92 -2%
GFS
591
GYL Financial Synergies
Connecticut
$269K
KIM
592
Karpus Investment Management
New York
$265K
PIM
593
Perpetual Investment Management
Australia
$265K +$274K +4,000 New
CWM
594
Cornerstone Wealth Management
Missouri
$260K +$268K +3,922 New
CPSAC
595
Chas P. Smith & Associates (CPS)
Florida
$258K
SCM
596
Shelton Capital Management
Colorado
$257K
FB
597
Fulton Bank
Pennsylvania
$257K +$29.3K +428 +12%
IWA
598
Intercontinental Wealth Advisors
Texas
$256K +$821 +12 +0.3%
MFS
599
Mirabella Financial Services
United Kingdom
$253K -$186K -2,724 -42%
KPW
600
Kore Private Wealth
New York
$251K +$6.57K +96 +3%