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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
901
Root Financial Partners
California
$244K -$54.1K -1,409 -17%
Exencial Wealth Advisors
902
Exencial Wealth Advisors
Oklahoma
$243K +$3.34K +87 +1%
CFD
903
Creative Financial Designs
Indiana
$243K +$127K +3,296 +90%
DP
904
Dearborn Partners
Illinois
$242K – – –
BBI
905
Baxter Bros Inc
Connecticut
$241K – – –
Koshinski Asset Management
906
Koshinski Asset Management
Illinois
$241K +$40.4K +1,051 +18%
BA
907
Bridgewater Advisors
New York
$241K +$302K +7,864 New
Conning Inc
908
Conning Inc
Connecticut
$241K -$32.2M -837,720 -99%
Diversify Advisory Services
909
Diversify Advisory Services
Utah
$240K -$102K -2,668 -25%
Sagespring Wealth Partners
910
Sagespring Wealth Partners
Tennessee
$240K +$263K +6,860 New
CBA
911
Coastal Bridge Advisors
Connecticut
$239K +$263K +6,856 New
SWA
912
Stratos Wealth Advisors
Ohio
$239K +$67.1K +1,747 +34%
Carnegie Investment Counsel
913
Carnegie Investment Counsel
Ohio
$239K +$295K +7,678 New
Evercore Wealth Management
914
Evercore Wealth Management
New York
$238K -$16.9K -440 -6%
CI
915
Cigna Investments
Connecticut
$238K -$17K -443 -6%
HT
916
Heritage Trust
Oklahoma
$237K -$1.38K -36 -0.5%
Eastern Bank
917
Eastern Bank
Massachusetts
$237K -$80K -2,084 -23%
VFG
918
Victory Financial Group
Texas
$236K +$16.1K +418 +7%
Lazard Asset Management
919
Lazard Asset Management
New York
$234K -$7.45K -194 -3%
CWM
920
Cornerstone Wealth Management
Missouri
$233K +$45.9K +1,194 +22%
CCG
921
Coastwise Capital Group
California
$233K +$11.8K +308 +5%
DAM
922
Diamant Asset Management
Connecticut
$232K -$44.2K -1,150 -15%
HPM
923
Hoxton Planning & Management
West Virginia
$232K +$255K +6,643 New
CCA
924
Checchi Capital Advisers
California
$232K -$48.8K -1,270 -16%
ET
925
Equitable Trust
Tennessee
$232K -$143K -3,723 -36%