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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$398K -$692K -91,488 -62%
CWM
227
Circle Wealth Management
New Jersey
$391K +$8.31K +1,098 +2%
AHL
228
Abel Hall LLC
Louisiana
$382K +$5.8K +766 +1%
Baird Financial Group
229
Baird Financial Group
Wisconsin
$377K -$11K -1,457 -3%
DS
230
DRW Securities
Illinois
$369K +$402K +53,095 New
Corient Private Wealth
231
Corient Private Wealth
Florida
$360K -$37.6K -4,965 -9%
CBU
232
CIBC Bancorp USA
Illinois
$354K +$386K +50,989 New
QIM
233
Quantitative Investment Management
Virginia
$338K -$5.79K -765 -2%
DnB Asset Management
234
DnB Asset Management
Norway
$329K +$265K +35,077 +286%
PA
235
Profund Advisors
Maryland
$325K -$272K -35,919 -43%
BPA
236
Beacon Pointe Advisors
California
$323K +$352K +46,487 New
PAG
237
Private Advisor Group
New Jersey
$323K -$34.2K -4,515 -9%
GFA
238
Gallagher Fiduciary Advisors
Illinois
$320K -$167K -22,119 -32%
FB
239
Fulton Bank
Pennsylvania
$303K +$15.7K +2,068 +5%
RSWM
240
Robertson Stephens Wealth Management
California
$303K +$14.3K +1,888 +5%
SAM
241
Storebrand Asset Management
Norway
$301K
SWM
242
Spire Wealth Management
Virginia
$298K -$27.4K -3,625 -8%
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$297K +$3.73K +493 +1%
AWM
244
AE Wealth Management
Kansas
$295K +$138K +18,235 +75%
Envestnet Asset Management
245
Envestnet Asset Management
Illinois
$292K +$80.6K +10,655 +34%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$287K
Jones Financial Companies
247
Jones Financial Companies
Missouri
$286K +$33.5K +4,421 +11%
SPWM
248
Straight Path Wealth Management
Michigan
$278K
GC
249
Guggenheim Capital
Illinois
$276K -$31.9K -4,218 -10%
M&T Bank
250
M&T Bank
New York
$276K -$8.36K -1,105 -3%