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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%
CPIG
303
Chicago Partners Investment Group
Illinois
$304K +$231K +2,374 New
CS
304
Candriam SCA
Luxembourg
$301K -$14.8K -152 -5%
EB
305
Eastern Bank
Massachusetts
$296K -$49.6K -511 -16%
AAS
306
Ameritas Advisory Services
Nebraska
$294K +$194 +2 +0.1%
FFM
307
Forum Financial Management
Illinois
$282K – – –
AWM
308
AE Wealth Management
Kansas
$279K -$26.7K -275 -10%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$277K +$47.1K +485 +25%
RCAG
310
Rehmann Capital Advisory Group
Michigan
$277K -$246K -2,538 -51%
HWM
311
HB Wealth Management
Georgia
$276K +$236K +2,435 New
Capstone Investment Advisors
312
Capstone Investment Advisors
New York
$274K +$235K +2,415 New
LTAS
313
Linden Thomas Advisory Services
North Carolina
$271K +$232K +2,385 New
AG
314
AIA Group
Hong Kong
$271K – – –
IWC
315
Integrated Wealth Concepts
Massachusetts
$270K +$231K +2,375 New
KCP
316
Kera Capital Partners
California
$270K -$44K -453 -16%
Sumitomo Mitsui Trust Group
317
Sumitomo Mitsui Trust Group
Japan
$267K -$43.7K -450 -16%
ABC
318
Associated Banc-Corp
Wisconsin
$266K +$2.91K +30 +1%
TPI
319
Trust Point Inc
Wisconsin
$266K -$388 -4 -0.2%
Lazard Asset Management
320
Lazard Asset Management
New York
$265K -$710K -7,307 -76%
SCM
321
Shelton Capital Management
Colorado
$265K -$7.38K -76 -3%
ECM
322
EMC Capital Management
Texas
$264K +$3.69K +38 +2%
CWS
323
Confluence Wealth Services
Pennsylvania
$263K +$225K +2,320 New
MIA
324
MainStreet Investment Advisors
Illinois
$259K -$36.6K -377 -14%
OF
325
Optimize Financial
California
$258K -$1.55K -16 -0.7%