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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Coldstream Capital Management
Washington
$344K +$63.1K +868 +22%
AIM
402
Acropolis Investment Management
Missouri
$342K +$46.6K +641 +15%
LNB
403
Ledyard National Bank
$341K – – –
NP
404
NorthRock Partners
Minnesota
$338K +$94.3K +1,297 +37%
WS
405
Wedbush Securities
California
$338K -$655 -9 -0.2%
CT
406
Chicago Trust
Illinois
$337K -$104K -1,428 -23%
IIC
407
Ironwood Investment Counsel
Arizona
$332K +$800 +11 +0.2%
PAG
408
Private Advisor Group
New Jersey
$329K +$21.1K +290 +7%
AF
409
Allworth Financial
California
$323K +$148K +2,034 +89%
MM
410
MQS Management
New York
$322K +$329K +4,529 New
BWA
411
Bordeaux Wealth Advisors
California
$321K +$328K +4,513 New
FMWA
412
Forvis Mazars Wealth Advisors
Missouri
$318K – – –
GI
413
GAMMA Investing
California
$315K +$91.2K +1,254 +40%
IC
414
IEQ Capital
California
$306K -$149K -2,054 -32%
OC
415
Oppenheimer & Co
New York
$306K – – –
UCFA
416
United Capital Financial Advisors
Texas
$304K +$52.3K +719 +20%
NS
417
NBC Securities
Alabama
$302K -$50.5K -694 -14%
MWC
418
MBM Wealth Consultants
Missouri
$301K – – –
Aviva
419
Aviva
United Kingdom
$296K +$13.5K +185 +5%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$295K +$33.8K +465 +13%
NA
421
NewEdge Advisors
Louisiana
$295K -$8.73K -120 -3%
LWA
422
Lowe Wealth Advisors
Maryland
$294K – – –
Legacy Financial Group (Iowa)
423
Legacy Financial Group (Iowa)
Iowa
$294K – – –
SW
424
SkyOak Wealth
Michigan
$292K – – –
PP
425
PrairieView Partners
Minnesota
$284K +$291K +4,000 New