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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
276
Prospera Financial Services
Texas
$1.18M +$152K +4,296 +17%
BCI
277
Brinker Capital Investments
Pennsylvania
$1.18M -$182K -5,133 -15%
OPS
278
Orion Portfolio Solutions
Nebraska
$1.18M -$182K -5,133 -15%
SF
279
Summit Financial
New Jersey
$1.18M +$1.05M +29,696 New
Creative Planning
280
Creative Planning
Kansas
$1.16M +$360K +10,177 +53%
Corient Private Wealth
281
Corient Private Wealth
Florida
$1.16M -$44.5K -1,257 -4%
CAM
282
Claret Asset Management
Quebec, Canada
$1.15M
NA
283
NewEdge Advisors
Louisiana
$1.15M +$177K +5,002 +21%
Vontobel Holding
284
Vontobel Holding
Switzerland
$1.13M -$86.5K -2,444 -8%
VF
285
Virtu Financial
New York
$1.12M +$1M +28,297 New
VCP
286
Verus Capital Partners
Arizona
$1.09M -$77.8K -2,200 -7%
CG
287
Cutler Group
California
$1.05M -$176K -4,978 -16%
KA
288
Kercheville Advisors
Texas
$1.05M -$1.77K -50 -0.2%
SRC
289
Sage Rhino Capital
California
$1.05M -$40K -1,130 -4%
FGI
290
Foresight Global Investors
New York
$1.03M +$177K +5,010 +24%
NAS
291
NWF Advisory Services
California
$1.02M -$398K -11,240 -30%
CGH
292
Crossmark Global Holdings
Texas
$1.01M +$192K +5,427 +26%
BL
293
BFSG LLC
California
$1M -$7.08K -200 -0.8%
MIM
294
Montgomery Investment Management
Maryland
$1M +$212K +6,000 +31%
FCH
295
Freestone Capital Holdings
Washington
$991K -$531 -15 -0.1%
US Bancorp
296
US Bancorp
Minnesota
$976K +$30.6K +866 +4%
WHAM
297
Windmill Hill Asset Management
United Kingdom
$975K
CAN
298
Cetera Advisor Networks
California
$969K -$188K -5,325 -18%
KA
299
Kerrisdale Advisers
Florida
$961K -$536K -15,166 -38%
PAA
300
Peregrine Asset Advisers
Oregon
$960K +$281K +7,931 +49%