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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
726
Forvis Mazars Wealth Advisors
Missouri
$265K +$10.1K +36 +4%
WP
727
WealthSource Partners
California
$264K +$50.1K +179 +25%
EDRH
728
Edmond de Rothschild Holding
Switzerland
$261K
DA
729
Dash Acquisitions
California
$261K +$252K +900 New
CQS
730
Credential Qtrade Securities
$261K +$7.83K +28 +3%
HFM
731
Harvest Fund Management
China
$260K -$186K -664 -43%
DWT
732
Dorsey & Whitney Trust
South Dakota
$258K -$1.96K -7 -0.8%
MAM
733
Magellan Asset Management
Australia
$258K +$212K +758 +579%
GLA
734
Great Lakes Advisors
Illinois
$257K -$4.03M -14,405 -94%
AFS
735
Axiom Financial Strategies
Indiana
$256K
LCWP
736
Legacy Capital Wealth Partners
Arkansas
$255K +$246K +878 New
GIA
737
Guyasuta Investment Advisors
Pennsylvania
$254K
WSTAM
738
Wilbanks Smith & Thomas Asset Management
Virginia
$254K
SHGA
739
Sand Hill Global Advisors
California
$251K -$6.71K -24 -3%
CAN
740
Cetera Advisor Networks
California
$250K -$28K -100 -10%
CC
741
Caxton Corporation
New Jersey
$250K +$241K +863 New
Bank Julius Baer & Co
742
Bank Julius Baer & Co
Switzerland
$246K -$745K -2,665 -76%
SF
743
Synovus Financial
Georgia
$245K +$6.43K +23 +3%
CHA
744
Carmichael Hill & Associates
Maryland
$244K
FI
745
FormulaFolio Investments
Michigan
$243K +$234K +838 New
BWP
746
Baldwin Wealth Partners
Massachusetts
$237K
WIC
747
Woodmont Investment Counsel
Tennessee
$232K
UCFA
748
United Capital Financial Advisors
Texas
$231K +$18.5K +66 +9%
TFA
749
Teamwork Financial Advisors
Texas
$230K -$25.2K -90 -10%
CAM
750
Cypress Asset Management
Texas
$228K -$126K -450 -36%