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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
726
Crestwood Advisors Group
Massachusetts
$364K -$19.1K -34 -5%
MWM
727
Moran Wealth Management
Florida
$358K -$174K -311 -33%
LS
728
Livforsakringsbolaget Skandia
Sweden
$356K
BCM
729
Bourgeon Capital Management
Connecticut
$355K
CIA
730
Caerus Investment Advisors
Texas
$355K +$14.6K +26 +4%
JSW
731
Journey Strategic Wealth
New Jersey
$354K +$11.2K +20 +3%
FFM
732
Forum Financial Management
Illinois
$354K +$561 +1 +0.2%
IAS
733
Insigneo Advisory Services
Florida
$351K -$11.5M -20,523 -97%
CWM
734
Connecticut Wealth Management
Connecticut
$351K -$2.8K -5 -0.8%
ASN
735
Advisory Services Network
Georgia
$350K -$101K -180 -23%
CI Investments Inc
736
CI Investments Inc
Ontario, Canada
$345K -$556K -992 -62%
PCM
737
Prelude Capital Management
New York
$345K -$17.9K -32 -5%
SI
738
Sava Infond
Slovenia
$344K
AR
739
Apeiron RIA
Texas
$342K -$5.05K -9 -2%
WTC
740
WhitTier Trust Company
Nevada
$342K -$14.6K -26 -4%
SFS
741
Sowell Financial Services
Arkansas
$340K +$20.8K +37 +7%
GFP
742
Gryphon Financial Partners
Ohio
$339K +$1.68K +3 +0.5%
ZBNA
743
Zions Bancorporation, National Association
Utah
$337K +$216K +386 +191%
CIA
744
Citadel Investment Advisory
Ohio
$336K +$2.8K +5 +0.9%
DZ Bank
745
DZ Bank
Germany
$336K -$413K -736 -56%
HP
746
Havemeyer Place
Connecticut
$336K +$328K +585 New
JF
747
JSF Financial
California
$334K -$28K -50 -8%
WCM
748
Weaver Capital Management
Georgia
$329K
PE
749
PCM Encore
Colorado
$329K +$321K +573 New
FAM
750
Fenimore Asset Management
New York
$328K