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Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
426
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$365K +$333K +60,070 New
CIP
427
Cornerstone Investment Partners
Georgia
$354K -$2.19K -395 -0.7%
KWM
428
Kingsview Wealth Management
Oregon
$353K +$4.13K +746 +1%
CCP
429
Clarkston Capital Partners
Michigan
$353K +$5.54K +1,000 +2%
EH
430
Equitable Holdings
New York
$351K +$11.8K +2,123 +4%
IFWM
431
Institute for Wealth Management
Colorado
$350K -$43.3K -7,813 -12%
EWM
432
Executive Wealth Management
Michigan
$348K +$15.2K +2,741 +5%
FMBTD
433
First Midwest Bank Trust Division
Illinois
$347K -$103K -18,596 -25%
LNC
434
Lincoln National Corp
Pennsylvania
$347K +$46.9K +8,466 +17%
HW
435
Hancock Whitney
Mississippi
$346K -$99.9K -18,044 -24%
RM
436
Resource Management
Louisiana
$346K -$50.1K -9,046 -14%
PI
437
Putnam Investments
Massachusetts
$344K +$12.4K +2,236 +4%
CWM
438
Cornerstone Wealth Management
Missouri
$339K +$31K +5,589 +11%
TRCT
439
Tower Research Capital (TRC)
New York
$339K +$231K +41,775 +298%
PA
440
Profund Advisors
Maryland
$338K -$8.37K -1,512 -3%
TCBWMS
441
Texas Capital Bank Wealth Management Services
Texas
$338K +$554 +100 +0.2%
Koshinski Asset Management
442
Koshinski Asset Management
Illinois
$338K +$34.8K +6,276 +13%
CWM
443
Centric Wealth Management
Illinois
$331K +$301K +54,426 New
WWM
444
Western Wealth Management
Colorado
$330K +$17.4K +3,135 +6%
PFA
445
Pinnacle Family Advisors
Missouri
$330K +$301K +54,317 New
TNB
446
TCF National Bank
South Dakota
$329K +$55.1K +9,950 +45%
NA
447
NewEdge Advisors
Louisiana
$328K -$123K -22,284 -29%
HI
448
Horizon Investments
North Carolina
$328K +$15.8K +2,851 +6%
BCV
449
Banque Cantonale Vaudoise
Switzerland
$325K -$148K -26,657 -33%
BAM
450
Belpointe Asset Management
Nevada
$320K +$6.81K +1,229 +2%