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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
251
Measured Wealth Private Client Group
New Hampshire
$334K -$86.9K -2,685 -19%
Creative Planning
252
Creative Planning
Kansas
$331K +$33.9K +1,047 +10%
HA
253
HYA Advisors
Missouri
$328K +$2.65K +82 +0.8%
EIP
254
Epoch Investment Partners
New York
$309K +$38.2K +1,179 +12%
AG
255
Algert Global
California
$307K +$342K +10,574 New
VVP
256
Venture Visionary Partners
Ohio
$304K -$37.8K -1,168 -10%
FCA
257
FinTrust Capital Advisors
South Carolina
$303K +$1.42K +44 +0.4%
BCM
258
Bluefin Capital Management
New York
$289K +$322K +9,950 New
BONH
259
Bank of New Hampshire
New Hampshire
$287K – – –
Baird Financial Group
260
Baird Financial Group
Wisconsin
$285K +$31.1K +962 +11%
SPC
261
Sigma Planning Corp
Michigan
$284K -$25.7K -794 -8%
Impax Asset Management Group
262
Impax Asset Management Group
United Kingdom
$283K – – –
IWC
263
Integrated Wealth Concepts
Massachusetts
$281K +$313K +9,671 New
CB
264
Commerce Bank
Missouri
$278K +$35.1K +1,084 +13%
NFG
265
Next Financial Group
Texas
$266K -$72.5K -2,239 -20%
Neuberger Berman Group
266
Neuberger Berman Group
New York
$259K -$24.3K -751 -8%
WAM
267
World Asset Management
Michigan
$251K -$10.8K -334 -4%
II
268
Inspire Investing
Idaho
$249K -$235K -7,260 -46%
URS
269
Utah Retirement Systems
Utah
$248K – – –
US Bancorp
270
US Bancorp
Minnesota
$246K +$2.72K +84 +1%
MPM
271
Meritage Portfolio Management
Kansas
$243K +$52K +1,605 +24%
KAS
272
Kestra Advisory Services
Texas
$237K +$1.2K +37 +0.5%
BAM
273
Belpointe Asset Management
Nevada
$236K +$263K +8,129 New
MCM
274
Marathon Capital Management
Maryland
$234K – – –
LBC
275
Lowe Brockenbrough & Co
Virginia
$233K -$7.19K -222 -3%