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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Gitterman Wealth Management
New Jersey
$276K +$25K +129 +11%
PFS
702
Prospera Financial Services
Texas
$270K -$2.13K -11 -0.8%
PB
703
Pinnacle Bancorp
Nebraska
$270K
Cohen & Steers
704
Cohen & Steers
New York
$270K -$50.4K -260 -17%
AIP
705
Ameritas Investment Partners
Nebraska
$269K
ACM
706
Allred Capital Management
Texas
$267K -$388 -2 -0.1%
CGL
707
Clarius Group LLC
Washington
$266K -$8.34K -43 -3%
FNBOO
708
First National Bank of Omaha
Nebraska
$264K -$778K -4,012 -76%
TNB
709
Thomasville National Bank
Georgia
$264K
BWM
710
BerganKDV Wealth Management
Minnesota
$264K -$84K -433 -25%
SAM
711
Satovsky Asset Management
New York
$263K +$970 +5 +0.4%
RWB
712
RMR Wealth Builders
New Jersey
$260K +$11.3K +58 +5%
HNB
713
Huntington National Bank
Ohio
$259K -$12.6K -65 -5%
CI
714
Cigna Investments
Connecticut
$258K
DWP
715
Daymark Wealth Partners
Ohio
$258K +$241K +1,243 New
QP
716
Quilter Plc
United Kingdom
$256K
PFA
717
Pure Financial Advisors
California
$254K
CPA
718
Capital Planning Advisors
California
$252K +$236K +1,216 New
NC
719
NinePointTwo Capital
California
$252K
HI
720
Horizon Investments
North Carolina
$251K +$20K +103 +8%
AFG
721
ABLE Financial Group
Arizona
$251K +$235K +1,209 New
MCCP
722
Mission Creek Capital Partners
California
$250K -$16.7K -86 -7%
TAM
723
Trust Asset Management
Texas
$248K
PG
724
Patten Group
Tennessee
$248K -$6.6K -34 -3%
GLR
725
Great Lakes Retirement
Ohio
$247K +$2.33K +12 +1%