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Name Holding Trade Value Shares
Change
Change in
Stake
CI
301
Conning Inc
Connecticut
$274K +$5.25K +92 +2%
EH
302
Employers Holdings
Nevada
$270K – – –
PTC
303
Private Trust Company
Ohio
$269K +$1.37K +24 +0.5%
V
304
Veritable
Delaware
$262K -$342 -6 -0.1%
MIAN
305
Mariner Independent Advisor Network
Kansas
$257K +$29.9K +524 +14%
GC
306
Gilbert & Cook
Iowa
$257K +$41.3K +725 +20%
TRCT
307
Tower Research Capital (TRC)
New York
$256K -$190K -3,340 -43%
GWM
308
Geneos Wealth Management
Colorado
$254K +$302K +5,295 +122%
F
309
F3Logic
Minnesota
$251K +$127K +2,235 +109%
MAM
310
Meeder Asset Management
Ohio
$251K +$220K +3,864 +956%
WFA
311
Wipfli Financial Advisors
Wisconsin
$240K +$233K +4,080 New
CIA
312
Choate Investment Advisors
Massachusetts
$235K +$4.16K +73 +2%
CF
313
Corrigan Financial
Rhode Island
$231K – – –
D.E. Shaw & Co
314
D.E. Shaw & Co
New York
$229K +$21.2K +372 +11%
PWPS
315
Pinnacle Wealth Planning Services
Ohio
$225K +$7.58K +133 +4%
KAS
316
Kestra Advisory Services
Texas
$225K +$26.2K +460 +14%
PA
317
Profund Advisors
Maryland
$224K +$1.48K +26 +0.7%
B
318
BP
United Kingdom
$224K +$217K +3,803 New
DJSG
319
D.J. St. Germain
Massachusetts
$217K +$77K +1,350 +58%
RP
320
Rowlandmiller & Partners
Georgia
$203K -$51.5K -903 -21%
CCA
321
Checchi Capital Advisers
California
$192K +$10.3K +181 +6%
CAGAS
322
Capital Advisory Group Advisory Services
Minnesota
$190K – – –
WDC
323
Woodward Diversified Capital
California
$190K +$185K +3,236 New
AII
324
AGF Investments Inc
Ontario, Canada
$189K -$196K -3,429 -52%
FC
325
FCA Corp
Texas
$188K +$182K +3,200 New