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Churchill Downs

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$18.7K +$645K +6,484 +4%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$14K -$9.35K -94 -40%
RTC
303
Riverview Trust Company
Washington
$13K +$1.39K +14 +11%
PFS
304
Prospera Financial Services
Texas
$12K -$597 -6 -5%
PA
305
Parallel Advisors
California
$12K +$9.74K +98 +350%
ST
306
Sageworth Trust
Pennsylvania
$11K
LWA
307
Lowe Wealth Advisors
Maryland
$10K
TCWM
308
Total Clarity Wealth Management
Illinois
$9K +$8.95K +90 New
EARNEST Partners
309
EARNEST Partners
Georgia
$8K
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$7K
SWM
311
Spire Wealth Management
Virginia
$6K +$398 +4 +7%
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$6K +$5.17K +52 +867%
FPS
313
Fieldpoint Private Securities
Connecticut
$5K -$7.56K -76 -60%
MAM
314
Meeder Asset Management
Ohio
$5K -$3.78K -38 -40%
UB
315
UMB Bank
Missouri
$5K
JWA
316
JFS Wealth Advisors
Pennsylvania
$4K +$1.99K +20 +83%
SC
317
Schubert & Co
Texas
$3K +$1.99K +20 +250%
TWP
318
TFO Wealth Partners
Ohio
$3K +$2.78K +28 New
GEA
319
Glen Eagle Advisors
New Jersey
$2.3K +$2.39K +24 New
TFGT
320
TS Financial Group (TSFG)
Illinois
$2K
PI
321
PEAK6 Investments
Illinois
$1K -$283K -2,844 -100%
AF
322
Allworth Financial
California
$1K -$12.9K -130 -96%
CAL
323
Capital Advisors Ltd
Ohio
$1K -$199 -2 -25%
DI
324
Disciplined Investments
Oklahoma
$1K
TF
325
Tompkins Financial
New York
$1K