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Name Holding Trade Value Shares
Change
Change in
Stake
PSP
701
Principal Street Partners
Tennessee
$271K +$286K +364 New
Credit Agricole
702
Credit Agricole
France
$270K -$118K -150 -29%
Principal Financial Group
703
Principal Financial Group
Iowa
$269K -$30.7K -39 -10%
CCM
704
Canal Capital Management
Virginia
$267K – – –
CAGAS
705
Capital Advisory Group Advisory Services
Minnesota
$265K +$786 +1 +0.3%
HWAM
706
Hennion & Walsh Asset Management
New Jersey
$263K -$14.1K -18 -5%
WLIM
707
White Lighthouse Investment Management
Massachusetts
$261K – – –
LCM
708
LCM Capital Management
Illinois
$259K +$786 +1 +0.3%
JWM
709
Janiczek Wealth Management
Colorado
$259K +$45.6K +58 +20%
KNW
710
Kesler Norman & Wride
Utah
$257K -$26.7K -34 -9%
GJIC
711
Gamble Jones Investment Counsel
California
$257K – – –
DAS
712
Dynamic Advisor Solutions
Arizona
$257K +$271K +345 New
HB
713
Homrich & Berg
Georgia
$255K -$14.1K -18 -5%
AC
714
Apella Capital
Connecticut
$255K – – –
AAM
715
Aureus Asset Management
Massachusetts
$253K – – –
PWM
716
Perigon Wealth Management
California
$252K +$266K +338 New
SIM
717
Stratos Investment Management
Ohio
$252K +$266K +338 New
AC
718
Avestar Capital
New York
$249K +$263K +334 New
OPS
719
Orion Portfolio Solutions
Nebraska
$247K +$261K +332 New
TCBWMS
720
Texas Capital Bank Wealth Management Services
Texas
$244K -$4.72K -6 -2%
CRC
721
Curi RMB Capital
Illinois
$244K +$2.36K +3 +0.9%
BBHC
722
Brown Brothers Harriman & Co
New York
$244K +$40.9K +52 +19%
PWAG
723
Polaris Wealth Advisory Group
California
$243K -$7.54M -9,593 -97%
AAP
724
Arax Advisory Partners
Colorado
$242K -$3.93K -5 -2%
MA
725
MJP Associates
Connecticut
$241K -$7.86K -10 -3%