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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1076
CreativeOne Wealth
Kansas
$459K +$19.1K +320 +5%
Fayez Sarofim & Co
1077
Fayez Sarofim & Co
Texas
$459K -$89.8K -1,500 -18%
WF
1078
Williams Financial
Vermont
$458K +$5.63K +94 +1%
GWMR
1079
GC Wealth Management RIA
Massachusetts
$457K +$9.1K +152 +2%
FNT
1080
First Nebraska Trust
Nebraska
$456K -$2.99K -50 -0.7%
CCA
1081
Childress Capital Advisors
Texas
$456K +$403K +6,731 New
MIS
1082
Morningstar Investment Services
Illinois
$455K -$349K -5,840 -46%
AA
1083
Alta Advisers
United Kingdom
$455K +$402K +6,712 New
CAM
1084
Columbia Asset Management
Michigan
$447K -$65.8K -1,100 -14%
LBC
1085
Leigh Baldwin & Co
New York
$444K +$18.4K +308 +5%
SI
1086
Severin Investments
Missouri
$441K +$17.4K +290 +5%
RIA
1087
Regal Investment Advisors
Michigan
$441K -$19.1K -319 -5%
IQI
1088
Integrated Quantitative Investments
Washington
$440K -$180K -3,000 -32%
Empower Advisory Group
1089
Empower Advisory Group
Colorado
$440K -$780K -13,026 -67%
AIM
1090
Athena Investment Management
California
$440K +$17.7K +296 +5%
WFAG
1091
Worth Financial Advisory Group
North Carolina
$438K +$14.4K +240 +4%
SP
1092
Symmetry Partners
Connecticut
$436K -$2.51K -42 -0.6%
GAM
1093
Grandview Asset Management
Pennsylvania
$434K -$32K -535 -8%
HAG
1094
HF Advisory Group
Maryland
$433K -$13.2K -221 -3%
DBIA
1095
Dumont & Blake Investment Advisors
New Jersey
$431K -$1.5K -25 -0.4%
CAM
1096
Cozad Asset Management
Illinois
$429K -$12.1K -202 -3%
BFG
1097
Beacon Financial Group
Texas
$425K -$361K -6,026 -49%
CGA
1098
Crescent Grove Advisors
Illinois
$425K +$18.9K +315 +5%
CCAL
1099
City Center Advisors LLC
Michigan
$425K -$95.4K -1,594 -20%
ZBNA
1100
Zions Bancorporation, National Association
Utah
$424K +$374K +6,257 New