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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
276
Capital Planning Advisors
California
$247K -$2.39K -13 -1%
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$239K +$230K +1,253 New
JFGIW
278
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$235K +$51.8K +282 +30%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$232K +$14.5K +79 +7%
SA
280
Shilanski & Associates
Alaska
$231K -$368 -2 -0.2%
FAAS
281
First Allied Advisory Services
California
$229K +$220K +1,198 New
WANY
282
Wealthspire Advisors (New York)
New York
$228K +$219K +1,193 New
CB
283
Commerce Bank
Missouri
$226K -$222K -1,206 -51%
CAMG
284
CWA Asset Management Group
Florida
$222K +$213K +1,160 New
AP
285
Advisor Partners
California
$222K +$214K +1,164 New
FB
286
Fulton Bank
Pennsylvania
$221K -$84.4K -459 -28%
ABC
287
Associated Banc-Corp
Wisconsin
$221K +$213K +1,156 New
PIM
288
Penobscot Investment Management
Massachusetts
$220K +$211K +1,150 New
WJWM
289
Williams Jones Wealth Management
New York
$219K +$211K +1,148 New
JWCA
290
J.W. Cole Advisors
Florida
$218K +$209K +1,139 New
PA
291
Pinnacle Associates
New York
$215K +$207K +1,125 New
KWM
292
Kingsview Wealth Management
Oregon
$214K +$206K +1,118 New
FPS
293
Fieldpoint Private Securities
Connecticut
$212K +$204K +1,110 New
Asset Management One
294
Asset Management One
Japan
$210K
DZ Bank
295
DZ Bank
Germany
$207K -$92.7K -504 -32%
BBNA
296
Bremer Bank National Association
Minnesota
$206K +$198K +1,075 New
PA
297
Parallel Advisors
California
$176K +$4.96K +27 +3%
SPIA
298
Steward Partners Investment Advisory
New York
$172K +$4.41K +24 +3%
SC
299
Steph & Co
Wisconsin
$162K -$11.9K -65 -7%
California State Teachers Retirement System (CalSTRS)
300
California State Teachers Retirement System (CalSTRS)
California
$158K -$1.47K -8 -1%