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Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Commerce Bank
Missouri
$259K +$16.6K +84 +7%
JFGIW
302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$254K +$3.95K +20 +2%
AAS
303
Avantax Advisory Services
Texas
$252K -$19.7K -100 -7%
CWM
304
Chesapeake Wealth Management
Virginia
$252K +$19.1K +97 +8%
WANY
305
Wealthspire Advisors (New York)
New York
$250K +$38.5K +195 +18%
CAG
306
Csenge Advisory Group
Florida
$245K +$244K +1,235 New
CPA
307
Capital Planning Advisors
California
$243K -$592 -3 -0.2%
WG
308
Winton Group
United Kingdom
$242K +$28.2K +143 +13%
ACM
309
AlphaCrest Capital Management
New York
$239K -$84.9K -430 -26%
HIS
310
Horizon Investment Services
Indiana
$233K -$2.13M -10,765 -90%
SWA
311
Stratos Wealth Advisors
Ohio
$228K +$229K +1,161 New
PIM
312
Penobscot Investment Management
Massachusetts
$226K
TD Asset Management
313
TD Asset Management
Ontario, Canada
$224K -$79.4K -402 -26%
PA
314
Pinnacle Associates
New York
$221K
VFA
315
Voya Financial Advisors
Connecticut
$219K -$406K -2,058 -65%
WJWM
316
Williams Jones Wealth Management
New York
$219K -$6.91K -35 -3%
LI
317
LVZ Inc
Michigan
$218K +$5.33K +27 +2%
Asset Management One
318
Asset Management One
Japan
$216K
BPA
319
Beacon Pointe Advisors
California
$213K +$11.6K +59 +6%
FPS
320
Fieldpoint Private Securities
Connecticut
$212K -$31K -157 -13%
LC
321
Loews Corp
New York
$212K -$27.6K -140 -11%
HIC
322
Holderness Investments Company
North Carolina
$211K -$69.1K -350 -25%
OWM
323
OneAscent Wealth Management
Alabama
$205K +$206K +1,044 New
DADC
324
D.A. Davidson & Co
Montana
$204K +$205K +1,038 New
QI
325
Qtron Investments
Massachusetts
$201K +$202K +1,023 New