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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
351
WR Wealth Planners
Missouri
$364K +$110K +494 +41%
MOS
352
MGO One Seven
Ohio
$360K -$144K -649 -28%
LNC
353
Lincoln National Corp
Pennsylvania
$356K +$47.6K +214 +15%
ZB
354
Zions Bancorporation
Utah
$356K +$94.4K +424 +34%
YC
355
Yarbrough Capital
Tennessee
$355K – – –
CAMG
356
CWA Asset Management Group
Florida
$348K – – –
AT
357
American Trust
Kentucky
$334K -$36.7K -165 -10%
MCM
358
MAI Capital Management
Ohio
$330K +$7.79K +35 +2%
BFO
359
Biltmore Family Office
North Carolina
$325K +$73.4K +330 +28%
NAM
360
NorthCrest Asset Manangement
Minnesota
$325K – – –
BPCE
361
Bank Pictet & Cie (Europe)
Germany
$324K -$145K -652 -30%
AssetMark Inc
362
AssetMark Inc
California
$323K +$67K +301 +25%
TRCT
363
Tower Research Capital (TRC)
New York
$321K -$24.5K -110 -7%
API
364
Advisor Partners II
California
$313K +$69.9K +314 +27%
BRWA
365
B. Riley Wealth Advisors
Florida
$312K +$83K +373 +34%
SS
366
Simplicity Solutions
Minnesota
$312K +$325K +1,461 New
CB
367
Commerce Bank
Missouri
$312K +$19.8K +89 +6%
RhumbLine Advisers
368
RhumbLine Advisers
Massachusetts
$312K +$325K +1,461 New
BFG
369
Bleakley Financial Group
New Jersey
$310K +$34.1K +153 +12%
HW
370
Hancock Whitney
Mississippi
$309K +$69.4K +312 +27%
GLR
371
Great Lakes Retirement
Ohio
$308K +$321K +1,442 New
V
372
Veritable
Delaware
$305K +$67K +301 +27%
WT
373
Whittier Trust
California
$297K +$10K +45 +3%
CS
374
Comerica Securities
Michigan
$292K +$668 +3 +0.2%
AAS
375
Avantax Advisory Services
Texas
$291K +$9.13K +41 +3%