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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
226
Institute for Wealth Management
Colorado
$394K +$391K +12,514 New
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$388K -$141K -4,520 -27%
TRCT
228
Tower Research Capital (TRC)
New York
$385K -$89.3K -2,856 -19%
LWCFA
229
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$379K – – –
Creative Planning
230
Creative Planning
Kansas
$375K +$7.38K +236 +2%
PAMS
231
Pictet Asset Management (Switzerland)
Switzerland
$368K – – –
State of Wisconsin Investment Board
232
State of Wisconsin Investment Board
Wisconsin
$365K -$256K -8,177 -41%
AP
233
Advisors Preferred
Maryland
$364K +$353K +11,289 New
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$346K -$125 -4 -0%
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$343K +$30.6K +978 +10%
HA
236
HYA Advisors
Missouri
$335K +$3.06K +98 +0.9%
MWM
237
Modera Wealth Management
New Jersey
$333K +$407 +13 +0.1%
Baird Financial Group
238
Baird Financial Group
Wisconsin
$327K +$13.3K +426 +4%
CB
239
Commerce Bank
Missouri
$325K +$27.5K +880 +9%
BONH
240
Bank of New Hampshire
New Hampshire
$321K +$5.47K +175 +2%
Luther King Capital Management (LKCM)
241
Luther King Capital Management (LKCM)
Texas
$315K – – –
AWM
242
Apollon Wealth Management
South Carolina
$308K -$16.5K -527 -5%
CAN
243
Cetera Advisor Networks
California
$303K +$53K +1,695 +21%
WSFS
244
Wilmington Savings Fund Society
Delaware
$302K – – –
Impax Asset Management Group
245
Impax Asset Management Group
United Kingdom
$297K -$1.5K -48 -0.5%
TPWM
246
Twelve Points Wealth Management
Massachusetts
$295K +$93.8K +2,998 +47%
BAM
247
Bosun Asset Management
Illinois
$293K +$291K +9,300 New
SPC
248
Sigma Planning Corp
Michigan
$291K -$17.8K -569 -6%
RJT
249
Raymond James Trust
Florida
$289K +$89.7K +2,868 +45%
VVP
250
Venture Visionary Partners
Ohio
$288K -$40.7K -1,301 -12%