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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$107K +$100K +27,344 New
CCP
127
Corient Capital Partners
California
$105K +$13K +3,537 +15%
WAM
128
Wolverine Asset Management
Illinois
$103K +$22K +6,000 +29%
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$100K
Aviva
130
Aviva
United Kingdom
$99K
FIM
131
Freedom Investment Management
Connecticut
$99K +$385 +105 +0.4%
JWA
132
JFS Wealth Advisors
Pennsylvania
$95K +$14.9K +4,078 +20%
Creative Planning
133
Creative Planning
Kansas
$94K -$29.9K -8,165 -25%
CWP
134
Capital Wealth Planning
Florida
$93K -$7.33K -2,000 -8%
M&T Bank
135
M&T Bank
New York
$92K -$11.6K -3,173 -12%
PAG
136
Private Advisor Group
New Jersey
$84K +$3.76K +1,025 +5%
SIC
137
Shoker Investment Counsel
Ohio
$79K -$18.3K -5,000 -20%
SCP
138
Silverleafe Capital Partners
Tennessee
$79K
QFA
139
Quattro Financial Advisors
Texas
$75K
Lazard Asset Management
140
Lazard Asset Management
New York
$69K -$21.9K -5,980 -25%
WAM
141
World Asset Management
Michigan
$69K -$12.6K -3,432 -16%
ANI
142
American National Insurance
Texas
$69K
MNBTD
143
Moody National Bank Trust Division
Texas
$69K
VF
144
Virtu Financial
New York
$67K -$464K -126,657 -88%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$66K +$1.23K +336 +2%
CAM
146
Cresset Asset Management
Illinois
$66K +$61.8K +16,877 New
US Bancorp
147
US Bancorp
Minnesota
$65K -$236K -64,323 -80%
QT
148
Quantamental Technologies
New York
$65K
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$64K +$18K +4,923 +43%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$64K +$59.9K +16,344 New