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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$52K -$21K -270 -29%
SOW
202
State of Wyoming
Wyoming
$52K +$52.4K +674 New
AF
203
Allworth Financial
California
$30K
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$25K
AssetMark Inc
205
AssetMark Inc
California
$24K
CT
206
Caldwell Trust
Florida
$23.1K
LC
207
Lindbrook Capital
California
$23K
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$21K +$1.32K +17 +7%
Barrow, Hanley, Mewhinney & Strauss
209
Barrow, Hanley, Mewhinney & Strauss
Texas
$20K -$7.38K -95 -27%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$16K
HFM
211
Harvest Fund Management
China
$16K
BFEC
212
Benjamin F. Edwards & Company
Missouri
$15K
FHC
213
First Horizon Corporation
Tennessee
$15K
HCP
214
Hexagon Capital Partners
Arkansas
$15K
PFBT
215
Parkside Financial Bank & Trust
Missouri
$15K +$311 +4 +2%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$15K +$1.17K +15 +8%
DTIM
217
Danda Trouve Investment Management
Kansas
$15K +$14.8K +190 New
NFSG
218
Newbridge Financial Services Group
Florida
$15K +$15.5K +200 New
FHA
219
First Horizon Advisors
Tennessee
$14K
ST
220
Smithfield Trust
Pennsylvania
$11K
TFS
221
TrustCore Financial Services
Tennessee
$11K +$6.99K +90 +180%
LWCFA
222
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$9.71K +125 New
GAM
223
Gemmer Asset Management
California
$9K
QCG
224
Quadrant Capital Group
Ohio
$9K
APA
225
American Portfolios Advisors
New York
$8.07K