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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$309K +$90.6K +1,096 +42%
PI
252
PineBridge Investments
New York
$306K -$782K -9,460 -72%
Wealth Enhancement Advisory Services
253
Wealth Enhancement Advisory Services
Minnesota
$295K +$2.65K +32 +0.9%
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$294K -$13.9K -168 -5%
US Bancorp
255
US Bancorp
Minnesota
$290K -$7.86K -95 -3%
MA
256
MJP Associates
Connecticut
$288K +$60.8K +735 +27%
MWM
257
Meritas Wealth Management
California
$281K
M&T Bank
258
M&T Bank
New York
$280K +$13.1K +158 +5%
URS
259
Utah Retirement Systems
Utah
$276K -$573K -6,927 -68%
IWC
260
Integrated Wealth Concepts
Massachusetts
$273K -$601K -7,268 -69%
CCA
261
Cadent Capital Advisors
Oklahoma
$270K +$83 +1 +0%
AWM
262
Axxcess Wealth Management
California
$269K -$2.98K -36 -1%
WT
263
Whittier Trust
California
$269K -$744 -9 -0.3%
AA
264
AlphaQ Advisors
Florida
$267K -$15.5K -187 -6%
WA
265
Wealth Alliance
New York
$264K -$992 -12 -0.4%
EWA
266
EverSource Wealth Advisors
Alabama
$263K +$4.3K +52 +2%
AT
267
Arden Trust
Delaware
$262K -$16.8K -203 -6%
BAM
268
Berkshire Asset Management
Pennsylvania
$259K
WI
269
WrapManager Inc
California
$256K -$27.2K -329 -10%
SIG
270
Stonegate Investment Group
Alabama
$255K -$9.59K -116 -4%
S
271
SignatureFD
Georgia
$252K -$30.8K -372 -11%
XT
272
XTX Topco
Cayman Islands
$244K +$240K +2,907 New
Simplex Trading
273
Simplex Trading
Illinois
$240K -$524K -6,331 -69%
Bank of Nova Scotia
274
Bank of Nova Scotia
Ontario, Canada
$240K -$141K -1,711 -37%
Osaic Holdings
275
Osaic Holdings
Arizona
$235K -$2.77M -33,552 -92%