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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
576
Belpointe Asset Management
Nevada
$196K +$125 +7 +0.1%
AIP
577
Ameritas Investment Partners
Nebraska
$195K – – –
LSAG
578
Lake Street Advisors Group
New Hampshire
$194K -$17K -947 -7%
CCA
579
Checchi Capital Advisers
California
$194K -$6.12K -342 -3%
KMWM
580
Keudell/Morrison Wealth Management
Oregon
$193K +$216K +12,074 New
AAM
581
Ascension Asset Management
New York
$192K – – –
BBA
582
BLB&B Advisors
Pennsylvania
$192K – – –
AF
583
Allworth Financial
California
$192K +$43.4K +2,424 +25%
KWMG
584
King Wealth Management Group
Florida
$191K – – –
IB
585
Intrust Bank
Kansas
$190K +$213K +11,873 New
M
586
Mirova
France
$187K +$209K +11,682 New
PTC
587
Petrus Trust Company
Texas
$187K +$209K +11,691 New
VFA
588
Valeo Financial Advisors
Indiana
$186K -$51.9K -2,900 -20%
CI
589
Cigna Investments
Connecticut
$184K -$9.85K -550 -5%
ACA
590
Aptus Capital Advisors
Alabama
$184K +$205K +11,472 New
KIG
591
Kowal Investment Group
Wisconsin
$184K +$205K +11,477 New
GI
592
GAMCO Investors
Connecticut
$183K – – –
TCOV
593
Trust Company of Vermont
Vermont
$181K – – –
AWM
594
Axxcess Wealth Management
California
$179K -$233 -13 -0.1%
FCFC
595
First Citizens Financial Corp
Iowa
$176K -$31.3K -1,750 -14%
GWANC
596
Guardian Wealth Advisors (North Carolina)
North Carolina
$176K +$196K +10,973 New
SACTSONJ
597
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$175K – – –
IP
598
Ignite Planners
California
$175K +$190K +10,624 New
FNA
599
First National Advisers
Nebraska
$175K +$196K +10,940 New
PAM
600
Premier Asset Management
Illinois
$175K +$196K +10,970 New