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Name Holding Trade Value Shares
Change
Change in
Stake
GG
776
Gofen & Glossberg
Illinois
$243K +$3.17K +18 +1%
DILIC
777
Dai-ichi Life Insurance Company
Japan
$243K +$257K +1,462 New
WAP
778
Wealthcare Advisory Partners
Pennsylvania
$242K -$110K -626 -30%
JIC
779
Joel Isaacson & Co
New York
$242K +$5.81K +33 +2%
LC
780
Lindbrook Capital
California
$241K +$34.3K +195 +16%
Fisher Asset Management
781
Fisher Asset Management
Washington
$241K +$255K +1,447 New
SPWG
782
Sage Private Wealth Group
Illinois
$239K +$15K +85 +6%
VAFP
783
Vahanian & Associates Financial Planning
New York
$239K +$253K +1,434 New
ZB
784
Zions Bancorporation
Utah
$238K -$128K -726 -34%
V
785
Veritable
Delaware
$238K
WANY
786
Wealthspire Advisors (New York)
New York
$238K +$252K +1,429 New
AF
787
Allworth Financial
California
$237K +$1.23K +7 +0.5%
JSL
788
JT Stratford LLC
Georgia
$236K +$14.1K +80 +6%
CCFM
789
Clear Creek Financial Management
Washington
$235K -$7.57K -43 -3%
KMWM
790
Keudell/Morrison Wealth Management
Oregon
$235K +$8.8K +50 +4%
LCS
791
Levin Capital Strategies
New York
$233K +$247K +1,400 New
ACS
792
Archford Capital Strategies
Illinois
$230K -$2.46K -14 -1%
DWT
793
Dorsey & Whitney Trust
South Dakota
$229K +$242K +1,377 New
CIA
794
Choate Investment Advisors
Massachusetts
$225K +$238K +1,352 New
TSWM
795
Tyler-Stone Wealth Management
Ohio
$223K +$235K +1,337 New
Assenagon Asset Management
796
Assenagon Asset Management
Luxembourg
$221K +$234K +1,328 New
NFG
797
Nations Financial Group
Iowa
$220K +$16.4K +93 +8%
PTC
798
Petrus Trust Company
Texas
$220K +$233K +1,324 New
EWA
799
Evolution Wealth Advisors
Florida
$219K +$102K +581 +79%
BBW
800
Blue Barn Wealth
Utah
$218K -$5.63K -32 -2%