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Name Holding Trade Value Shares
Change
Change in
Stake
LOAMU
651
Lombard Odier Asset Management (USA)
New York
$291K +$279K +8,606 New
CI Investments Inc
652
CI Investments Inc
Ontario, Canada
$290K -$25.1K -773 -8%
BW
653
Bison Wealth
Georgia
$288K -$7.17K -221 -3%
WP
654
WealthPLAN Partners
Nebraska
$288K -$65 -2 -0%
CLOS
655
Compagnie Lombard Odier SCmA
Switzerland
$288K +$276K +8,500 New
FHA
656
First Horizon Advisors
Tennessee
$287K +$9.21K +284 +3%
I
657
INVST
Indiana
$281K -$3.57K -110 -1%
W
658
Wealthquest
Ohio
$281K +$270K +8,329 New
6M
659
6 Meridian
Kansas
$280K -$452K -13,930 -63%
FNT
660
First National Trust
Pennsylvania
$276K +$32.4K +1,000 +14%
MWM
661
Merriman Wealth Management
Washington
$274K
WWM
662
WJ Wealth Management
Arizona
$270K +$259K +8,000 New
PTC
663
Petrus Trust Company
Texas
$265K +$254K +7,826 New
BFEC
664
Benjamin F. Edwards & Company
Missouri
$263K -$274K -8,459 -52%
NFG
665
Next Financial Group
Texas
$262K +$172K +5,310 +219%
CIM
666
Contrarius Investment Management
Jersey
$257K -$313K -9,657 -56%
SFA
667
Souders Financial Advisors
Ohio
$257K -$2.43K -75 -1%
EI
668
Ellevest Inc
New York
$257K +$46.9K +1,445 +23%
IA
669
Icon Advisers
Colorado
$257K +$246K +7,600 New
FWP
670
FAS Wealth Partners
Kansas
$254K
EWM
671
Evercore Wealth Management
New York
$254K +$162 +5 +0.1%
BSW
672
Buckingham Strategic Wealth
Missouri
$252K -$19.6K -605 -8%
EARNEST Partners
673
EARNEST Partners
Georgia
$250K -$11.4K -352 -5%
IWM
674
IHT Wealth Management
Illinois
$247K -$181K -5,593 -43%
BRWA
675
B. Riley Wealth Advisors
Florida
$244K -$2.82K -87 -1%