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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
976
High Note Wealth
Minnesota
$322K +$339K +1,545 New
PL
977
Plancorp LLC
Missouri
$320K +$3.73K +17 +1%
ABC
978
Associated Banc-Corp
Wisconsin
$319K -$87.7K -400 -21%
CG
979
Corundum Group
Colorado
$318K -$18.4K -84 -5%
Fayez Sarofim & Co
980
Fayez Sarofim & Co
Texas
$316K – – –
EP
981
Eudaimonia Partners
Tennessee
$316K +$29.1K +133 +10%
ECM
982
Evergreen Capital Management
Washington
$315K +$23.5K +107 +8%
AL
983
Aspiriant LLC
California
$314K +$219 +1 +0.1%
WSTAM
984
Wilbanks Smith & Thomas Asset Management
Virginia
$314K +$3.94K +18 +1%
BDFN
985
Bond & Devick Financial Network
Minnesota
$312K -$21.9K -100 -6%
IFWM
986
Institute for Wealth Management
Colorado
$312K – – –
MCM
987
MAI Capital Management
Ohio
$310K +$11.8K +54 +4%
Los Angeles Capital Management
988
Los Angeles Capital Management
California
$308K -$589K -2,688 -65%
AI
989
Accredited Investors
Minnesota
$308K +$4.38K +20 +1%
FAFN
990
First Affirmative Financial Network
Colorado
$308K +$323K +1,476 New
CWC
991
Carolinas Wealth Consulting
North Carolina
$306K – – –
KPWS
992
Kestra Private Wealth Services
Texas
$305K +$320K +1,460 New
GWM
993
Geneos Wealth Management
Colorado
$303K +$36.4K +166 +13%
Financial Engines Advisors
994
Financial Engines Advisors
California
$302K -$1.97K -9 -0.6%
SNBOSD
995
Security National Bank of So Dak
Iowa
$301K +$316K +1,441 New
FHB
996
First Hawaiian Bank
Hawaii
$298K +$23.5K +107 +8%
ACP
997
Aveo Capital Partners
Colorado
$295K +$1.75K +8 +0.6%
MPW
998
Monterey Private Wealth
California
$294K – – –
WB
999
WesBanco Bank
West Virginia
$294K – – –
BOS
1000
Bingham Osborn & Scarborough
California
$293K +$11.2K +51 +4%