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Name Holding Trade Value Shares
Change
Change in
Stake
KRW
301
Kaufman Rossin Wealth
Florida
$311K +$23.5K +242 +10%
AAS
302
Avantax Advisory Services
Texas
$311K +$25.7K +265 +11%
KIM
303
Kestra Investment Management
Texas
$307K +$174K +1,794 +163%
CPIG
304
Chicago Partners Investment Group
Illinois
$304K +$231K +2,374 New
CS
305
Candriam SCA
Luxembourg
$301K -$14.8K -152 -5%
EB
306
Eastern Bank
Massachusetts
$296K -$49.6K -511 -16%
AAS
307
Ameritas Advisory Services
Nebraska
$294K +$194 +2 +0.1%
FFM
308
Forum Financial Management
Illinois
$282K
AWM
309
AE Wealth Management
Kansas
$279K -$26.7K -275 -10%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$277K +$47.1K +485 +25%
RCAG
311
Rehmann Capital Advisory Group
Michigan
$277K -$246K -2,538 -51%
HWM
312
HB Wealth Management
Georgia
$276K +$236K +2,435 New
Capstone Investment Advisors
313
Capstone Investment Advisors
New York
$274K +$235K +2,415 New
LTAS
314
Linden Thomas Advisory Services
North Carolina
$271K +$232K +2,385 New
AG
315
AIA Group
Hong Kong
$271K
IWC
316
Integrated Wealth Concepts
Massachusetts
$270K +$231K +2,375 New
KCP
317
Kera Capital Partners
California
$270K -$44K -453 -16%
Sumitomo Mitsui Trust Group
318
Sumitomo Mitsui Trust Group
Japan
$267K -$43.7K -450 -16%
ABC
319
Associated Banc-Corp
Wisconsin
$266K +$2.91K +30 +1%
TPI
320
Trust Point Inc
Wisconsin
$266K -$388 -4 -0.2%
Lazard Asset Management
321
Lazard Asset Management
New York
$265K -$710K -7,307 -76%
SCM
322
Shelton Capital Management
Colorado
$265K -$7.38K -76 -3%
ECM
323
EMC Capital Management
Texas
$264K +$3.69K +38 +2%
CWS
324
Confluence Wealth Services
Pennsylvania
$263K +$225K +2,320 New
MIA
325
MainStreet Investment Advisors
Illinois
$259K -$36.6K -377 -14%