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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Cresset Asset Management
Illinois
$93K +$11.9K +3,636 +17%
CCP
127
Corient Capital Partners
California
$90K +$500 +153 +0.7%
JWA
128
JFS Wealth Advisors
Pennsylvania
$88K -$3.39K -1,037 -4%
Nuveen
129
Nuveen
North Carolina
$85K -$23.1M -7,062,915 -100%
Creative Planning
130
Creative Planning
Kansas
$84K +$7.72K +2,362 +12%
PA
131
Prism Advisors
California
$83K
RAA
132
RWC Asset Advisors
Florida
$82K +$70.5K +21,570 New
PWPS
133
Pinnacle Wealth Planning Services
Ohio
$78K -$1.93K -591 -3%
SIC
134
Shoker Investment Counsel
Ohio
$76K
SCP
135
Silverleafe Capital Partners
Tennessee
$76K
MGWM
136
Marks Group Wealth Management
Minnesota
$69K
ANI
137
American National Insurance
Texas
$66K
MNBTD
138
Moody National Bank Trust Division
Texas
$66K
AP
139
Advisor Partners
California
$66K +$13.6K +4,154 +31%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$61K -$5.28K -1,614 -9%
BP
141
Ballentine Partners
Massachusetts
$61K +$16.7K +5,101 +47%
State Street
142
State Street
Massachusetts
$56K -$19.7K -6,039 -29%
MML Investors Services
143
MML Investors Services
Massachusetts
$55K +$2.76K +845 +6%
W
144
WealthStone
Ohio
$51K +$44K +13,444 New
RG
145
Rathbones Group
United Kingdom
$50K
Stifel Financial
146
Stifel Financial
Missouri
$49K +$1.1K +336 +3%
Aviva
147
Aviva
United Kingdom
$48K
CAW
148
Cornerstone Advisors (Washington)
Washington
$48K
GSWM
149
Golden State Wealth Management
California
$46K -$6.54K -2,000 -14%
US Bancorp
150
US Bancorp
Minnesota
$45K +$785 +240 +2%