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Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
CapWealth Advisors
Tennessee
$217K +$252K +11,337 New
CW
252
CreativeOne Wealth
Kansas
$212K -$1.46K -66 -0.6%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$209K +$243K +10,940 New
CH
254
Canton Hathaway
Rhode Island
$207K +$108K +4,850 +81%
Creative Planning
255
Creative Planning
Kansas
$206K -$47.4K -2,135 -17%
ADBIC
256
A.D. Beadell Investment Counsel
Wisconsin
$205K +$31.1K +1,400 +15%
FT
257
Fiduciary Trust
Massachusetts
$204K +$237K +10,688 New
PA
258
Pinnacle Associates
New York
$203K -$160K -7,205 -40%
ACM
259
Aquatic Capital Management
Illinois
$202K +$158K +7,100 +203%
LFG
260
Larson Financial Group
Missouri
$202K -$27.3K -1,229 -10%
CPIG
261
Chicago Partners Investment Group
Illinois
$198K -$13.2K -596 -5%
JCM
262
Janney Capital Management
Pennsylvania
$197K +$6.3K +284 +3%
TCBWMS
263
Texas Capital Bank Wealth Management Services
Texas
$191K +$222K +10,000 New
BCM
264
Bourgeon Capital Management
Connecticut
$186K -$196K -8,850 -48%
EMFAT
265
Emerald Mutual Fund Advisers Trust
Pennsylvania
$184K +$92.3K +4,161 +76%
IA
266
IFP Advisors
Florida
$177K +$12.4K +559 +6%
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$170K – – –
CA
268
Clearstead Advisors
Ohio
$169K +$2.22K +100 +1%
EP
269
Elkhorn Partners
Nebraska
$143K +$55.5K +2,500 +50%
NAM
270
Nexpoint Asset Management
Texas
$133K – – –
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$116K – – –
Legacy Financial Group (Iowa)
272
Legacy Financial Group (Iowa)
Iowa
$116K +$134K +6,059 New
PTC
273
Private Trust Company
Ohio
$106K +$1.11K +50 +0.9%
GWM
274
Geneos Wealth Management
Colorado
$106K – – –
Deutsche Bank
275
Deutsche Bank
Germany
$102K +$244 +11 +0.2%