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Name Holding Trade Value Shares
Change
Change in
Stake
Winslow Capital Management
751
Winslow Capital Management
Minnesota
$359K -$75K -125 -17%
IAS
752
Insigneo Advisory Services
Florida
$358K -$12.6K -21 -3%
OF
753
Optimize Financial
California
$358K +$358K +596 New
KPWS
754
Kestra Private Wealth Services
Texas
$355K +$107K +178 +43%
PWM
755
Perigon Wealth Management
California
$351K +$12K +20 +4%
VFA
756
Valeo Financial Advisors
Indiana
$350K +$4.2K +7 +1%
DILIC
757
Dai-ichi Life Insurance Company
Japan
$350K -$1.92M -3,200 -85%
BBW
758
Blue Barn Wealth
Utah
$349K -$1.2K -2 -0.3%
DCA
759
DSG Capital Advisors
Minnesota
$346K +$346K +576 New
FAM
760
Fenimore Asset Management
New York
$343K
DWT
761
Dorsey & Whitney Trust
South Dakota
$341K +$72K +120 +27%
PCIA
762
Prime Capital Investment Advisors
Kansas
$340K +$1.8K +3 +0.5%
WTC
763
WhitTier Trust Company
Nevada
$340K
ACA
764
Aptus Capital Advisors
Alabama
$338K +$338K +564 New
NCFG
765
New Century Financial Group
New Jersey
$338K -$72K -120 -18%
CAL
766
Capital Advisors Ltd
Ohio
$336K +$2.4K +4 +0.7%
CG
767
Cynosure Group
Utah
$335K -$121K -201 -26%
GS
768
GTS Securities
Florida
$334K -$265K -441 -44%
PCM
769
Penserra Capital Management
California
$333K +$113K +189 +51%
FFM
770
Forum Financial Management
Illinois
$332K +$19.2K +32 +6%
SC
771
Savant Capital
Illinois
$330K +$119K +199 +57%
LSAG
772
Lake Street Advisors Group
New Hampshire
$328K -$600 -1 -0.2%
CNBOF
773
City National Bank of Florida
Florida
$325K +$325K +541 New
PW
774
PUREfi Wealth
Massachusetts
$322K +$322K +536 New
WS
775
Wedbush Securities
California
$320K +$98.4K +164 +44%