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Name Holding Trade Value Shares
Change
Change in
Stake
EM
876
Excalibur Management
Massachusetts
$219K – – –
SMWM
877
Silvia McColl Wealth Management
California
$218K – – –
NG
878
Norden Group
Utah
$217K +$8.77K +61 +4%
SCI
879
S&CO Inc
Massachusetts
$217K – – –
AssetMark Inc
880
AssetMark Inc
California
$216K +$60.8K +423 +36%
WJWM
881
Williams Jones Wealth Management
New York
$215K – – –
AA
882
Advisory Alpha
Michigan
$215K +$5.32K +37 +2%
PCIA
883
Prime Capital Investment Advisors
Kansas
$214K -$15.4K -107 -6%
FPWM
884
FSB Premier Wealth Management
Iowa
$212K +$224K +1,559 New
MCA
885
Magnolia Capital Advisors
Mississippi
$212K – – –
BAM
886
Blueshift Asset Management
New Jersey
$212K +$224K +1,555 New
CFG
887
Cooper Financial Group
California
$212K -$7.62K -53 -3%
RCA
888
Resonant Capital Advisors
Wisconsin
$212K -$2.3K -16 -1%
ST
889
Spinnaker Trust
Maine
$211K – – –
AR
890
Altar Rock
New York
$210K +$222K +1,545 New
ONB
891
Old National Bancorp
Indiana
$209K +$719 +5 +0.3%
HIC
892
Holderness Investments Company
North Carolina
$208K – – –
PVI
893
Pine Valley Investments
New Jersey
$208K – – –
SPC
894
Sigma Planning Corp
Michigan
$207K +$221K +1,538 New
KWM
895
Kingsview Wealth Management
Oregon
$206K -$34.5K -240 -14%
BA
896
Bridgewater Advisors
New York
$205K +$4.03K +28 +2%
LIM
897
Leavell Investment Management
Alabama
$201K -$2.44K -17 -1%
AAG
898
Armstrong Advisory Group
Massachusetts
$201K – – –
CBT
899
Crews Bank & Trust
Florida
$197K – – –
RF
900
Rossby Financial
Florida
$197K -$205K -1,424 -50%