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Name Holding Trade Value Shares
Change
Change in
Stake
HL
326
HeadInvest LLC
Maine
$255K
CAM
327
Cresset Asset Management
Illinois
$250K +$253K +7,587 New
FAFN
328
First Affirmative Financial Network
Colorado
$250K +$32.7K +981 +15%
AGP
329
Autumn Glory Partners
Texas
$247K
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$246K +$41K +1,230 +19%
ECM
331
Evergreen Capital Management
Washington
$245K +$248K +7,426 New
KWM
332
Kingsview Wealth Management
Oregon
$243K +$250K +7,514 New
GAM
333
Gotham Asset Management
New York
$241K -$736K -22,090 -75%
CWP
334
CFM Wealth Partners
Texas
$241K +$45.5K +1,364 +22%
BCM
335
Bayesian Capital Management
New York
$240K +$247K +7,400 New
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$238K +$142K +4,273 +139%
KCPG
337
Kavar Capital Partners Group
Kansas
$237K -$20K -600 -8%
CS
338
Candriam SCA
Luxembourg
$234K
LFA
339
Legacy Financial Advisors
Kentucky
$232K +$238K +7,153 New
DAS
340
Dynamic Advisor Solutions
Arizona
$231K +$238K +7,144 New
FAIM
341
Financial Advocates Investment Management
Washington
$231K -$21K -631 -8%
HWAM
342
Hennion & Walsh Asset Management
New Jersey
$231K -$45.4K -1,363 -16%
GIS
343
Grayhawk Investment Strategies
Alberta, Canada
$229K -$13.1K -393 -7%
PFS
344
Prospera Financial Services
Texas
$228K -$14.7K -440 -6%
IC
345
Inscription Capital
Texas
$227K +$11.7K +350 +5%
ATC
346
Argent Trust Co
Tennessee
$226K -$51.8K -1,554 -18%
LF
347
Lantz Financial
Illinois
$224K -$62.2K -1,866 -21%
CAM
348
Campion Asset Management
Virginia
$219K -$28.2K -845 -11%
IIM
349
Ipswich Investment Management
Massachusetts
$217K +$333 +10 +0.1%
Pathstone Holdings
350
Pathstone Holdings
New Jersey
$215K -$312K -9,362 -59%