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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
726
AssetMark Inc
California
$1.14M +$522K +4,453 +89%
HI
727
Harbour Investments
Wisconsin
$1.14M +$208K +1,772 +23%
DJSG
728
D.J. St. Germain
Massachusetts
$1.14M – – –
SAS
729
Stelac Advisory Services
New York
$1.13M +$954K +8,145 +667%
DTL
730
Dynamic Technology Lab
Singapore
$1.12M +$559K +4,768 +105%
1WA
731
180 Wealth Advisors
Washington
$1.09M +$34.4K +294 +3%
MOS
732
MGO One Seven
Ohio
$1.09M +$38.4K +328 +3%
PG
733
Patten Group
Tennessee
$1.07M +$7.5K +64 +0.7%
PWM
734
PRW Wealth Management
Massachusetts
$1.07M +$1.05M +8,933 New
DAS
735
Dynamic Advisor Solutions
Arizona
$1.07M -$298K -2,544 -22%
CAM
736
Cozad Asset Management
Illinois
$1.07M – – –
TW
737
TrinityPoint Wealth
Connecticut
$1.05M +$106K +905 +11%
FCM
738
Fairbanks Capital Management
California
$1.05M +$34.1K +291 +3%
FPS
739
Fieldpoint Private Securities
Connecticut
$1.04M -$184K -1,568 -15%
RPSA
740
Richard P. Slaughter Associates
Texas
$1.04M +$3.75K +32 +0.4%
P
741
Paradiem
Louisiana
$1.03M +$131K +1,121 +14%
SRAM
742
Spouting Rock Asset Management
Pennsylvania
$1.03M -$998K -8,520 -50%
OWA
743
One Wealth Advisors
California
$1.03M +$356K +3,038 +55%
LIM
744
Loudon Investment Management
New Hampshire
$1.02M -$61.6K -526 -6%
RIM
745
Regent Investment Management
Kentucky
$1.02M -$49.8K -425 -5%
ATPW
746
Ashton Thomas Private Wealth
Arizona
$1.02M +$127K +1,080 +15%
HH
747
Hilltop Holdings
Texas
$1.02M -$180K -1,532 -15%
IAN
748
Integrated Advisors Network
Texas
$1.02M -$67.8K -579 -6%
Cerity Partners
749
Cerity Partners
New York
$1.01M +$108K +921 +12%
AIA
750
Angeles Investment Advisors
California
$1.01M -$269K -2,295 -21%