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Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
101
U.S. Capital Wealth Advisors
Texas
$10.2M +$349K +6,324 +4%
FCI
102
Financial Counselors Inc
Kansas
$9.39M -$12.8K -232 -0.1%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$9.31M +$467K +8,462 +5%
CK
104
Cohen Klingenstein
New York
$9.21M – – –
CYG
105
Clean Yield Group
Vermont
$9.09M -$423K -7,664 -4%
Allianz Asset Management
106
Allianz Asset Management
Germany
$8.85M +$8.98M +162,676 New
LM
107
Lincluden Management
Ontario, Canada
$8.45M -$141K -2,557 -2%
JC
108
Jacobs & Co
California
$8.42M -$161K -2,912 -2%
SCP
109
Stamos Capital Partners
California
$8.4M – – –
Creative Planning
110
Creative Planning
Kansas
$8.33M +$3.43M +62,088 +68%
TBC
111
Tweedy, Browne Co
Connecticut
$8.29M -$283K -5,118 -3%
DADC
112
D.A. Davidson & Co
Montana
$7.96M +$1.3M +23,600 +19%
BB
113
Bell Bank
North Dakota
$7.9M +$560K +10,145 +8%
Citigroup
114
Citigroup
New York
$7.86M +$193K +3,490 +2%
American Century Companies
115
American Century Companies
Missouri
$7.78M +$476K +8,621 +6%
KIC
116
Keating Investment Counselors
Florida
$7.66M -$39K -706 -0.5%
ECM
117
ExodusPoint Capital Management
New York
$7.48M +$6.24M +113,010 +461%
AWAG
118
ARS Wealth Advisors Group
Florida
$7.08M +$7.18M +130,136 New
Franklin Resources
119
Franklin Resources
California
$7.08M -$1.54M -27,885 -18%
KFC
120
Klingenstein Fields & Co
New York
$7M -$181K -3,284 -2%
OA
121
Oak Associates
Ohio
$6.76M -$883 -16 -0%
Simplex Trading
122
Simplex Trading
Illinois
$6.67M +$1.87M +33,930 +38%
OC
123
Oppenheimer & Co
New York
$6.57M +$1.96M +35,435 +41%
TW
124
Transform Wealth
Colorado
$6.55M +$151K +2,735 +2%
SWM
125
Stockman Wealth Management
Montana
$6.49M +$128K +2,320 +2%