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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
326
Autus Asset Management
Arizona
$312K
SC
327
Steph & Co
Wisconsin
$308K +$18.6K +282 +6%
CCP
328
Corient Capital Partners
California
$305K +$85.2K +1,288 +38%
QP
329
Quilter Plc
United Kingdom
$300K +$5.22K +79 +2%
LSPW
330
Lake Street Private Wealth
Illinois
$298K +$305K +4,611 New
NA
331
NewEdge Advisors
Louisiana
$297K +$38.9K +588 +15%
RFM
332
Royal Fund Management
Florida
$293K +$661 +10 +0.2%
CFB
333
Cullen/Frost Bankers
Texas
$290K +$21K +318 +8%
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$289K +$176K +2,667 +150%
PWLP
335
Prio Wealth Limited Partnership
Massachusetts
$288K -$27K -409 -8%
PWPS
336
Pinnacle Wealth Planning Services
Ohio
$284K +$3.17K +48 +1%
AC
337
Abbrea Capital
California
$280K
OIA
338
Optimum Investment Advisors
Illinois
$277K -$145K -2,186 -34%
ACS
339
Archford Capital Strategies
Illinois
$277K +$282K +4,268 New
DekaBank Deutsche Girozentrale
340
DekaBank Deutsche Girozentrale
Germany
$276K
WW
341
Westshore Wealth
California
$276K +$7.41K +112 +3%
BL
342
Balentine LLC
Georgia
$272K +$277K +4,193 New
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$263K
CM
344
Castleark Management
Illinois
$261K -$554K -8,374 -68%
SP
345
Successful Portfolios
Florida
$260K
PP
346
Pacifica Partners
Canada
$260K +$7.41K +112 +3%
TPWA
347
TRUE Private Wealth Advisors
Oregon
$259K
OR
348
Olympiad Research
Connecticut
$255K +$259K +3,924 New
DP
349
DDD Partners
Washington
$250K
CCM
350
Cohen Capital Management
California
$249K