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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1451
Carson Wealth (CWM LLC)
Nebraska
$297K +$26.4K +177 +10%
HPWM
1452
Highland Private Wealth Management
Washington
$296K -$2.09K -14 -0.7%
PAMG
1453
Patton Albertson Miller Group
Tennessee
$295K -$4.48K -30 -1%
KFP
1454
Keystone Financial Planning
Ohio
$295K – – –
FC
1455
Forte Capital
New York
$292K -$59.4K -398 -17%
IB
1456
Intrust Bank
Kansas
$292K – – –
MAA
1457
Matrix Asset Advisors
New York
$291K -$8.96K -60 -3%
FCM
1458
Fairbanks Capital Management
California
$291K – – –
SIM
1459
SSI Investment Management
California
$288K -$2.99K -20 -1%
BCM
1460
Brookstone Capital Management
Illinois
$287K +$34.2K +229 +13%
RWA
1461
RGT Wealth Advisors
Texas
$287K +$290K +1,945 New
GCMG
1462
Gyroscope Capital Management Group
Florida
$285K -$119K -799 -29%
AWM
1463
Altavista Wealth Management
North Carolina
$285K +$5.97K +40 +2%
Capstone Investment Advisors
1464
Capstone Investment Advisors
New York
$284K +$289K +1,934 New
FNT
1465
First Nebraska Trust
Nebraska
$284K – – –
ESBC
1466
E.S. Barr & Co
Kentucky
$282K – – –
GBBWRPM
1467
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$280K – – –
FNBSF
1468
First National Bank Sioux Falls
South Dakota
$280K +$35.7K +239 +14%
HC
1469
Henshaw Capital
Massachusetts
$280K – – –
Cetera Investment Advisers
1470
Cetera Investment Advisers
Illinois
$278K -$164K -1,099 -37%
SFA
1471
Sequoia Financial Advisors
Ohio
$278K -$40K -268 -12%
DWM
1472
Destination Wealth Management
California
$278K -$14.8K -99 -5%
LC
1473
Lincoln Capital
Nebraska
$278K +$7.02K +47 +3%
PHAM
1474
Palisades Hudson Asset Management
Florida
$277K – – –
PL
1475
Parkwood LLC
Ohio
$277K +$280K +1,877 New