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Name Holding Trade Value Shares
Change
Change in
Stake
NSEDCP
426
NJ State Employees Deferred Compensation Plan
New Jersey
$365K – – –
CCWA
427
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$365K +$333K +60,070 New
CIP
428
Cornerstone Investment Partners
Georgia
$354K -$2.19K -395 -0.7%
KWM
429
Kingsview Wealth Management
Oregon
$353K +$4.13K +746 +1%
CCP
430
Clarkston Capital Partners
Michigan
$353K +$5.54K +1,000 +2%
EH
431
Equitable Holdings
New York
$351K +$11.8K +2,123 +4%
IFWM
432
Institute for Wealth Management
Colorado
$350K -$43.3K -7,813 -12%
EWM
433
Executive Wealth Management
Michigan
$348K +$15.2K +2,741 +5%
FMBTD
434
First Midwest Bank Trust Division
Illinois
$347K -$103K -18,596 -25%
LNC
435
Lincoln National Corp
Pennsylvania
$347K +$46.9K +8,466 +17%
HW
436
Hancock Whitney
Mississippi
$346K -$99.9K -18,044 -24%
RM
437
Resource Management
Louisiana
$346K -$50.1K -9,046 -14%
PI
438
Putnam Investments
Massachusetts
$344K +$12.4K +2,236 +4%
CWM
439
Cornerstone Wealth Management
Missouri
$339K +$31K +5,589 +11%
TRCT
440
Tower Research Capital (TRC)
New York
$339K +$231K +41,775 +298%
PA
441
Profund Advisors
Maryland
$338K -$8.37K -1,512 -3%
TCBWMS
442
Texas Capital Bank Wealth Management Services
Texas
$338K +$554 +100 +0.2%
Koshinski Asset Management
443
Koshinski Asset Management
Illinois
$338K +$34.8K +6,276 +13%
CWM
444
Centric Wealth Management
Illinois
$331K +$301K +54,426 New
WWM
445
Western Wealth Management
Colorado
$330K +$17.4K +3,135 +6%
PFA
446
Pinnacle Family Advisors
Missouri
$330K +$301K +54,317 New
TNB
447
TCF National Bank
South Dakota
$329K +$55.1K +9,950 +45%
NA
448
NewEdge Advisors
Louisiana
$328K -$123K -22,284 -29%
HI
449
Horizon Investments
North Carolina
$328K +$15.8K +2,851 +6%
BCV
450
Banque Cantonale Vaudoise
Switzerland
$325K -$148K -26,657 -33%