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Icahn Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
51
Beacon Harbor Wealth Advisors
Virginia
$519K -$110K -2,000 -16%
Creative Planning
52
Creative Planning
Kansas
$511K +$193K +3,487 +52%
CIBC Asset Management
53
CIBC Asset Management
Ontario, Canada
$507K +$81.9K +1,483 +17%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$491K +$6.79K +123 +1%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$462K
Russell Investments Group
56
Russell Investments Group
United Kingdom
$462K
PFS
57
Prospera Financial Services
Texas
$411K +$105K +1,893 +30%
AWM
58
AE Wealth Management
Kansas
$402K +$195K +3,540 +78%
EWA
59
Exencial Wealth Advisors
Oklahoma
$370K +$409K +7,400 New
GCIA
60
Gabelli & Co Investment Advisers
New York
$350K
CAN
61
Cetera Advisor Networks
California
$345K +$381K +6,907 New
Stifel Financial
62
Stifel Financial
Missouri
$338K +$374K +6,765 New
KWM
63
Kingsview Wealth Management
Oregon
$322K +$107K +1,934 +43%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$322K +$354K +6,403 New
SBIA
65
Sheaff Brock Investment Advisors
Indiana
$306K +$127K +2,300 +60%
ANI
66
American National Insurance
Texas
$277K
WW
67
Waterfront Wealth
Kansas
$277K
CAM
68
Cresset Asset Management
Illinois
$275K
ANRIA
69
American National Registered Investment Advisor
Texas
$271K
RC
70
RegentAtlantic Capital
New Jersey
$265K
WWMSC
71
Wagner Wealth Management (South Carolina)
South Carolina
$261K +$193K +3,488 +337%
HA
72
Herold Advisors
New York
$260K +$288K +5,209 New
GF
73
Gabelli Funds
New York
$250K +$55.2K +1,000 +25%
WPW
74
Warther Private Wealth
Ohio
$231K +$497 +9 +0.2%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$229K +$51.4K +931 +26%