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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
726
Checchi Capital Advisers
California
$439K +$26.3K +135 +7%
NIM
727
NEOS Investment Management
Connecticut
$437K +$123K +629 +42%
BG
728
Bollard Group
Massachusetts
$436K +$976 +5 +0.2%
FPWM
729
FSB Premier Wealth Management
Iowa
$434K -$26.7K -137 -6%
KCFA
730
Key Client Fiduciary Advisors
New Jersey
$432K +$976 +5 +0.2%
TC
731
TownSquare Capital
Utah
$429K -$26.2K -134 -6%
KWM
732
Kingsview Wealth Management
Oregon
$423K -$42.7K -219 -10%
NP
733
NorthRock Partners
Minnesota
$423K +$402K +2,059 New
DADC
734
D.A. Davidson & Co
Montana
$419K -$17.2K -88 -4%
AG
735
Ascent Group
Virginia
$419K +$33.8K +173 +10%
EFG
736
Everhart Financial Group
Ohio
$419K +$39.4K +202 +11%
TIAA Trust, National Association
737
TIAA Trust, National Association
North Carolina
$417K -$66.6K -341 -14%
SOW
738
State of Wyoming
Wyoming
$415K +$13.1K +67 +3%
PTC
739
Private Trust Company
Ohio
$414K -$195 -1 -0%
ILI
740
Invesco LLC (Illinois)
Illinois
$413K -$13.7K -70 -3%
PWA
741
Phoenix Wealth Advisors
North Carolina
$413K -$585 -3 -0.2%
TC
742
Torno Capital
Massachusetts
$411K +$390K +2,000 New
BEAM
743
Baker Ellis Asset Management
Washington
$407K +$39K +200 +11%
AIP
744
Ameritas Investment Partners
Nebraska
$406K -$13.3K -68 -3%
UCB
745
United Community Bank
South Carolina
$405K -$429K -2,198 -53%
WMA
746
Wealth Management Associates
New Jersey
$405K +$195 +1 +0.1%
FHC
747
First Heartland Consultants
Missouri
$405K +$13.5K +69 +4%
ST
748
Smithfield Trust
Pennsylvania
$401K
TPWA
749
TRUE Private Wealth Advisors
Oregon
$400K +$94.7K +485 +33%
CAMG
750
CWA Asset Management Group
Florida
$395K +$135K +693 +56%