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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
Hohimer Wealth Management
Washington
$409K +$388K +14,453 New
BC
202
Brio Consultants
California
$408K -$678K -25,253 -64%
Osaic Holdings
203
Osaic Holdings
Arizona
$406K -$629K -23,435 -62%
IIC
204
Integrated Investment Consultants
Michigan
$404K -$17.6K -655 -4%
Creative Planning
205
Creative Planning
Kansas
$404K +$383K +14,252 New
EP
206
Edgestream Partners
New Jersey
$399K +$378K +14,085 New
AIP
207
Ameritas Investment Partners
Nebraska
$398K -$14.3K -534 -4%
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$396K
NA
209
NewEdge Advisors
Louisiana
$396K -$48.4K -1,804 -11%
TI
210
Tidal Investments
Wisconsin
$391K +$370K +13,795 New
RJA
211
Raymond James & Associates
Florida
$374K -$25.6K -954 -7%
SGAM
212
Smith Group Asset Management
Texas
$365K
CCM
213
Coldstream Capital Management
Washington
$365K +$564 +21 +0.2%
NYLIM
214
New York Life Investment Management
New York
$357K -$7.81K -291 -2%
CC
215
Centiva Capital
New York
$351K +$333K +12,400 New
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$345K -$127K -4,733 -28%
Corient Private Wealth
217
Corient Private Wealth
Florida
$341K +$90.8K +3,380 +39%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$325K -$623K -23,219 -67%
KAS
219
Kestra Advisory Services
Texas
$315K +$21.5K +799 +8%
USAA
220
United Services Automobile Association
Texas
$307K +$291K +10,824 New
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$302K -$132K -4,916 -32%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$297K +$282K +10,488 New
SWP
223
Stratos Wealth Partners
Ohio
$295K +$60.2K +2,243 +27%
DIM
224
DC Investments Management
Virginia
$294K
Vontobel Holding
225
Vontobel Holding
Switzerland
$292K -$28.1K -1,048 -9%