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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
276
Callan Family Office
Pennsylvania
$460K -$456K -13,887 -45%
Janney Montgomery Scott
277
Janney Montgomery Scott
Pennsylvania
$453K -$27.7K -843 -5%
US Bancorp
278
US Bancorp
Minnesota
$440K +$246K +7,473 +88%
CAS
279
Coppell Advisory Solutions
Texas
$439K -$842K -25,628 -61%
EWA
280
EP Wealth Advisors
California
$438K -$31.4K -957 -6%
SP
281
SmartHarvest Portfolios
Washington
$433K +$517K +15,730 New
AWM
282
AE Wealth Management
Kansas
$398K +$475K +14,469 New
HIP
283
HUB Investment Partners
Texas
$397K +$218K +6,622 +85%
CL
284
Choreo LLC
Illinois
$396K +$85.8K +2,612 +22%
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$391K -$225K -6,852 -33%
WAM
286
Weiss Asset Management
Massachusetts
$389K +$465K +14,140 New
VT
287
Vise Technologies
New York
$388K +$464K +14,124 New
Public Employees Retirement Association of Colorado
288
Public Employees Retirement Association of Colorado
Colorado
$385K
IC
289
Inscription Capital
Texas
$383K +$228K +6,929 +99%
NAM
290
NorthCrest Asset Manangement
Minnesota
$381K -$328K -9,982 -44%
WIA
291
World Investment Advisors
California
$379K -$5.55K -169 -2%
TAFW
292
Tred Avon Family Wealth
Maryland
$378K +$1.51K +46 +0.3%
QC
293
Quadrature Capital
United Kingdom
$369K -$229K -6,961 -34%
CAM
294
Cresset Asset Management
Illinois
$364K +$111K +3,366 +34%
C
295
Certuity
Florida
$361K +$140K +4,265 +48%
BC
296
Burney Company
Virginia
$361K -$1.32M -40,221 -75%
GWP
297
Gateway Wealth Partners
Wisconsin
$360K -$126K -3,821 -23%
AA
298
ALPS Advisors
Colorado
$359K +$4.01K +122 +0.9%
SAM
299
Securian Asset Management
Minnesota
$358K +$197 +6 +0.1%
IAA
300
Independent Advisor Alliance
North Carolina
$343K +$410K +12,466 New