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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
326
Cetera Advisor Networks
California
$460K +$55K +1,088 +13%
PG
327
Pendal Group
Australia
$457K -$2.91M -57,606 -86%
BTWM
328
Baker Tilly Wealth Management
Wisconsin
$439K +$57.6K +1,139 +15%
HL
329
HeadInvest LLC
Maine
$437K -$10.2K -202 -2%
BW
330
Bison Wealth
Georgia
$427K
SXL
331
Summit X LLC
Missouri
$426K -$26.6K -525 -6%
BFA
332
Beaumont Financial Advisors
Massachusetts
$426K
ACP
333
Ashfield Capital Partners
California
$421K -$5.06K -100 -1%
CAM
334
Campion Asset Management
Virginia
$413K
HIA
335
Harbor Investment Advisory
Maryland
$403K -$5.56K -110 -1%
PIA
336
Pinion Investment Advisors
Kansas
$403K +$2.58K +51 +0.6%
HPCM
337
High Pointe Capital Management
Illinois
$398K
US Bancorp
338
US Bancorp
Minnesota
$397K -$31.6K -625 -7%
DWM
339
Dorchester Wealth Management
Quebec, Canada
$393K -$451K -8,924 -3%
DA
340
Detalus Advisors
Missouri
$390K
CCM
341
Cohen Capital Management
California
$387K -$9.26K -183 -2%
Capital World Investors
342
Capital World Investors
California
$376K
RFC
343
Regions Financial Corp
Alabama
$373K +$25.6K +506 +7%
AIC
344
Archer Investment Corporation
Indiana
$370K
IFG
345
Independent Financial Group
California
$369K +$16.7K +331 +5%
RMC
346
Resources Management Corp
Connecticut
$367K
GAM
347
Garrison Asset Management
Arkansas
$367K +$5.06K +100 +1%
CWP
348
Curated Wealth Partners
California
$366K +$4.5K +89 +1%
SWA
349
Sax Wealth Advisors
New Jersey
$364K
IIM
350
Ipswich Investment Management
Massachusetts
$363K