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Name Holding Trade Value Shares
Change
Change in
Stake
CW
801
CreativeOne Wealth
Kansas
$209K +$207K +6,460 New
LCC
802
Lincoln Capital Corp
Rhode Island
$209K +$207K +6,460 New
SAM
803
Strategy Asset Managers
California
$208K -$199K -6,210 -49%
FRM
804
Fox Run Management
Connecticut
$206K +$203K +6,350 New
CFGS
805
Concourse Financial Group Securities
Alabama
$205K -$8.33K -260 -4%
RWM
806
Ritholtz Wealth Management
New York
$205K +$203K +6,330 New
FWCM
807
Ferguson Wellman Capital Management
Oregon
$204K – – –
PA
808
Probity Advisors
Texas
$203K -$11.9K -370 -6%
LSAG
809
Lake Street Advisors Group
New Hampshire
$203K +$198K +6,180 New
SI
810
Stephens Inc
Arkansas
$202K -$5.45K -170 -3%
TIA
811
Tiemann Investment Advisors
California
$195K -$16K -500 -8%
WAS
812
Winch Advisory Services
Wisconsin
$195K – – –
TCOV
813
Trust Company of Vermont
Vermont
$181K – – –
NIMI
814
Natixis Investment Managers International
France
$179K -$4.49K -140 -2%
CBT
815
Central Bank & Trust
Kentucky
$171K +$40.4K +1,260 +31%
BCA
816
Berman Capital Advisors
Georgia
$169K +$48.7K +1,520 +41%
AssetMark Inc
817
AssetMark Inc
California
$164K +$5.45K +170 +3%
HI
818
Harbour Investments
Wisconsin
$163K -$38.8K -1,210 -19%
BAM
819
Bellevue Asset Management
Washington
$163K – – –
FMT
820
First Mercantile Trust
Tennessee
$157K -$24.4K -760 -14%
DSC
821
Duncker Streett & Co
Missouri
$144K +$71.5K +2,230 +101%
DMBA
822
Deseret Mutual Benefit Administrators
Utah
$142K +$141K +4,390 New
CMBA
823
C.M. Bidwell & Associates
Hawaii
$139K +$10.9K +340 +9%
CFA
824
Carroll Financial Associates
North Carolina
$136K -$51.3K -1,600 -28%
GWSG
825
GPS Wealth Strategies Group
Colorado
$136K +$320 +10 +0.2%