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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
1676
Mosaic Family Wealth
Missouri
$625K +$81.5K +573 +15%
SIAS
1677
Shine Investment Advisory Services
Colorado
$623K
AL
1678
Aspiriant LLC
California
$619K -$31.7K -223 -5%
AssetMark Inc
1679
AssetMark Inc
California
$617K +$23.3K +164 +4%
Susquehanna International Group
1680
Susquehanna International Group
Pennsylvania
$616K -$4.76M -33,473 -89%
IWP
1681
Icon Wealth Partners
Texas
$616K -$20.8K -146 -3%
CWM
1682
Circle Wealth Management
New Jersey
$615K -$5.26K -37 -0.9%
BW
1683
Bison Wealth
Georgia
$615K +$26.4K +186 +5%
GIA
1684
Guyasuta Investment Advisors
Pennsylvania
$613K -$14.9K -105 -3%
NFC
1685
Northeast Financial Consultants
Connecticut
$613K +$208K +1,466 +56%
MCM
1686
Maryland Capital Management
Maryland
$609K -$127K -894 -18%
WCWM
1687
Willow Creek Wealth Management
California
$609K -$12.4K -87 -2%
WF
1688
WoodTrust Financial
Wisconsin
$609K
BC
1689
Bartlett & Co
Ohio
$609K +$118K +829 +26%
BCWM
1690
Bartlett & Co Wealth Management
Ohio
$609K +$118K +829 +26%
BMC
1691
Beaton Management Company
Massachusetts
$608K
BW
1692
Biegel & Waller
Maryland
$606K +$308K +2,165 +116%
PSC
1693
Prentiss Smith & Co
Vermont
$600K
BB
1694
Busey Bank
Illinois
$600K +$104K +732 +22%
CPO
1695
Cerity Partners OCIO
New York
$598K -$3.13K -22 -0.5%
BCA
1696
Berman Capital Advisors
Georgia
$592K +$71.4K +502 +15%
DWM
1697
Destination Wealth Management
California
$592K +$285K +2,004 +103%
CAC
1698
Certified Advisory Corp
Florida
$588K -$21K -148 -4%
WP
1699
WealthPLAN Partners
Nebraska
$582K -$64K -450 -9%
AB
1700
AT Bancorp
Iowa
$578K +$11.1K +78 +2%