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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1051
Windsor Wealth Management
Indiana
$241K +$226K +3,775 New
CreativeOne Wealth
1052
CreativeOne Wealth
Kansas
$240K +$225K +3,756 New
Ballentine Partners
1053
Ballentine Partners
Massachusetts
$239K -$411K -6,873 -65%
CAM
1054
Claret Asset Management
Quebec, Canada
$239K – – –
TFS
1055
TrustCore Financial Services
Tennessee
$235K -$101K -1,690 -31%
SAM
1056
Secure Asset Management
Michigan
$235K -$94.7K -1,583 -30%
WAM
1057
WNY Asset Management
New York
$235K +$219K +3,665 New
AIC
1058
Ameritas Investment Company
Nebraska
$234K +$219K +3,664 New
Capula Management
1059
Capula Management
Cayman Islands
$234K +$219K +3,660 New
WA
1060
Wealth Alliance
New York
$233K -$40.6K -678 -16%
EWM
1061
EPG Wealth Management
Georgia
$233K +$1.79K +30 +0.8%
BST
1062
Bath Savings Trust
Maine
$233K +$218K +3,648 New
SNS Financial Group
1063
SNS Financial Group
Minnesota
$230K -$9.7K -162 -4%
LWANC
1064
Laurel Wealth Advisors (North Carolina)
North Carolina
$230K +$93.7K +1,565 +77%
HIA
1065
Harbor Investment Advisory
Maryland
$230K +$93.8K +1,568 +77%
NCM
1066
Northwest Capital Management
Oregon
$230K +$216K +3,602 New
SC
1067
Steph & Co
Wisconsin
$228K +$206K +3,437 +2,817%
MA
1068
MJP Associates
Connecticut
$227K +$213K +3,551 New
PCM
1069
Pennsylvania Capital Management
Pennsylvania
$226K – – –
Westwood Holdings Group
1070
Westwood Holdings Group
Texas
$226K +$211K +3,533 New
Exencial Wealth Advisors
1071
Exencial Wealth Advisors
Oklahoma
$226K +$211K +3,534 New
Pure Financial Advisors
1072
Pure Financial Advisors
California
$226K +$211K +3,534 New
Wolverine Asset Management
1073
Wolverine Asset Management
Illinois
$224K +$210K +3,505 New
Jones Financial Companies
1074
Jones Financial Companies
Missouri
$223K -$45.8K -765 -18%
SG
1075
Stonnington Group
California
$223K +$197K +3,299 New