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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$542K
KFA
577
Krane Funds Advisors
New York
$538K +$489K +6,911 +1,786%
IC
578
InterOcean Capital
Illinois
$535K
HSA
579
HBK Sorce Advisory
Pennsylvania
$524K +$212 +3 +0%
FFSOTS
580
Fiduciary Financial Services of The Southwest
Texas
$524K +$3.89K +55 +0.8%
LWAC
581
Laurel Wealth Advisors (California)
California
$523K +$76.8K +1,085 +18%
BB
582
Busey Bank
Illinois
$520K +$499K +7,051 New
TCOV
583
Trust Company of Vermont
Vermont
$518K -$1.49K -21 -0.3%
Man Group
584
Man Group
United Kingdom
$516K -$1.17M -16,492 -70%
RJT
585
Raymond James Trust
Florida
$516K +$44.4K +628 +10%
QCIG
586
Quad-Cities Investment Group
Iowa
$511K +$354 +5 +0.1%
MSAM
587
Moloney Securities Asset Management
Missouri
$507K -$12.4K -175 -2%
SWM
588
Segment Wealth Management
Texas
$502K -$318K -4,487 -40%
P
589
Pitcairn
Pennsylvania
$501K +$13.2K +187 +3%
GT
590
Greenleaf Trust
Michigan
$499K +$115K +1,629 +32%
CWM
591
Cornerstone Wealth Management
Missouri
$495K -$2.12K -30 -0.4%
PGH
592
Partners Group Holding
Switzerland
$494K
VWM
593
Venturi Wealth Management
Texas
$494K +$708 +10 +0.1%
NSIM
594
North Star Investment Management
Illinois
$490K -$28.3K -400 -6%
VanEck Associates
595
VanEck Associates
New York
$488K +$87.5K +1,236 +23%
SS
596
Simplicity Solutions
Minnesota
$487K +$4.53K +64 +1%
HH
597
HWG Holdings
Texas
$484K +$464K +6,563 New
VIA
598
Vident Investment Advisory
Georgia
$480K -$23K -325 -5%
SCM
599
Shelton Capital Management
Colorado
$480K
FWP
600
FAS Wealth Partners
Kansas
$478K +$1.13K +16 +0.2%