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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
951
AssetMark Inc
California
$498K +$107K +803 +32%
PCIG
952
Partners Capital Investment Group
Massachusetts
$495K -$74.3K -557 -15%
NP
953
NorthRock Partners
Minnesota
$491K +$198K +1,486 +84%
WMA
954
Wealth Management Associates
New Jersey
$482K +$108K +806 +34%
BIG
955
Brookwood Investment Group
Arizona
$482K -$28.9K -217 -6%
QL
956
Quarry LP
New York
$479K +$424K +3,176 New
KRW
957
Kaufman Rossin Wealth
Florida
$478K +$12.3K +92 +3%
EWA
958
Exencial Wealth Advisors
Oklahoma
$477K +$421K +3,159 New
WEG
959
World Equity Group
Illinois
$476K +$123K +922 +41%
IA
960
IFG Advisory
Georgia
$476K -$198K -1,488 -32%
ACM
961
Advisors Capital Management
New Jersey
$472K +$417K +3,127 New
CCS
962
Concentric Capital Strategies
Connecticut
$468K +$414K +3,101 New
SC
963
Scratch Capital
Idaho
$468K +$414K +3,101 New
TFA
964
Toth Financial Advisory
Virginia
$468K +$400K +3,000 +3,000%
JCM
965
Jacobi Capital Management
Pennsylvania
$467K +$14.4K +108 +4%
LOIM
966
Liberty One Investment Management
Illinois
$466K +$140K +1,046 +52%
BW
967
BostonPremier Wealth
Massachusetts
$462K +$130K +971 +46%
EA
968
Enclave Advisors
Texas
$461K +$20.5K +154 +5%
B
969
Bellecapital
Switzerland
$461K
SIC
970
SFE Investment Counsel
California
$461K -$4K -30 -1%
SFS
971
Sharp Financial Services
Pennsylvania
$461K +$70K +525 +21%
RA
972
RFG Advisory
Alabama
$460K +$28.8K +216 +8%
RBFC
973
Roman Butler Fullerton & Co
Missouri
$459K -$32.3K -242 -10%
LWL
974
Leo Wealth LLC
Texas
$457K -$44.2K -331 -10%
IAMOG
975
Investors Asset Management of Georgia
Georgia
$456K +$7.34K +55 +2%