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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
776
BNC Wealth Management
Oregon
$234K -$378 -9 -0.2%
CSWM
777
Cassady Schiller Wealth Management
Ohio
$234K +$217K +5,170 New
SPIA
778
Steward Partners Investment Advisory
New York
$233K -$22K -523 -9%
AF
779
Allworth Financial
California
$232K +$19.1K +454 +10%
FI
780
Finivi Inc
Massachusetts
$230K +$214K +5,090 New
Credit Agricole
781
Credit Agricole
France
$229K -$85.6K -2,035 -29%
VDI
782
Vaughan David Investments
Illinois
$229K -$4.2K -100 -2%
RPGK
783
Retirement Planning Group (Kansas)
Kansas
$227K -$2.69K -64 -1%
FWCM
784
Ferguson Wellman Capital Management
Oregon
$224K +$208K +4,950 New
AIA
785
Affinity Investment Advisors
California
$223K +$207K +4,934 New
BFPW
786
BOK Financial Private Wealth
Colorado
$222K +$206K +4,899 New
HH
787
Hilltop Holdings
Texas
$222K +$206K +4,908 New
WG
788
Winton Group
United Kingdom
$219K -$1.02M -24,258 -83%
TWM
789
Titus Wealth Management
California
$216K +$201K +4,780 New
CBFP
790
Cedar Brook Financial Partners
Ohio
$215K +$200K +4,752 New
WANY
791
Wealthspire Advisors (New York)
New York
$212K +$197K +4,674 New
CIC
792
Carnegie Investment Counsel
Ohio
$209K +$194K +4,625 New
EN1L
793
Engine No 1 LLC
California
$209K +$195K +4,628 New
MA
794
MONECO Advisors
Connecticut
$208K +$193K +4,600 New
PFPT
795
Pinnacle Financial Partners (Tennessee)
Tennessee
$207K +$192K +4,578 New
SIC
796
Shoker Investment Counsel
Ohio
$206K -$20.8K -494 -10%
Koshinski Asset Management
797
Koshinski Asset Management
Illinois
$205K +$84 +2 +0%
PP
798
PDS Planning
Ohio
$204K -$15K -356 -7%
HIC
799
Holderness Investments Company
North Carolina
$203K +$189K +4,487 New
GWM
800
Gitterman Wealth Management
New Jersey
$203K +$189K +4,491 New