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Name Holding Trade Value Shares
Change
Change in
Stake
AW
651
Apricus Wealth
South Carolina
$387K
SWM
652
Segment Wealth Management
Texas
$382K +$95.1K +552 +36%
LWM
653
LJI Wealth Management
Indiana
$382K
WH
654
Willner & Heller
California
$381K +$689 +4 +0.2%
LWM
655
Lyell Wealth Management
California
$376K
FFN
656
Focus Financial Network
Minnesota
$372K +$12.6K +73 +4%
WDA
657
Wendell David Associates
New Hampshire
$360K -$22.9K -133 -6%
CFB
658
Cullen/Frost Bankers
Texas
$358K -$3.79K -22 -1%
FNBTCON
659
First National Bank & Trust Co of Newtown
Pennsylvania
$348K
CPIG
660
Chicago Partners Investment Group
Illinois
$347K +$41.9K +243 +14%
HNB
661
Huntington National Bank
Ohio
$339K -$403K -2,340 -56%
QWP
662
Quotient Wealth Partners
Texas
$338K +$318K +1,849 New
Nomura Holdings
663
Nomura Holdings
Japan
$337K -$485K -2,815 -60%
FLPIM
664
F.L. Putnam Investment Management
Massachusetts
$334K +$53.7K +312 +21%
PWPS
665
Pinnacle Wealth Planning Services
Ohio
$332K
MC
666
Maverick Capital
Texas
$331K +$312K +1,809 New
RAM
667
Ramirez Asset Management
New York
$328K
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$327K -$34.4K -200 -10%
PFS
669
Prospera Financial Services
Texas
$326K +$306K +1,778 New
Connor, Clark & Lunn Investment Management (CC&L)
670
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$324K -$2.37M -13,753 -89%
WBC
671
Westpac Banking Corp
Australia
$320K +$11.4K +66 +4%
AAS
672
Avantax Advisory Services
Texas
$315K +$12.6K +73 +4%
OWA
673
Outlook Wealth Advisors
Texas
$315K +$59.8K +347 +25%
LSAG
674
Lake Street Advisors Group
New Hampshire
$312K +$6.54K +38 +2%
NB
675
Nicolet Bankshares
Wisconsin
$312K -$6.03K -35 -2%