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Name Holding Trade Value Shares
Change
Change in
Stake
KLI
2326
Kelman-Lazarov Inc
Tennessee
$356K -$11.8K -76 -3%
CWM
2327
Centric Wealth Management
Illinois
$356K +$155 +1 +0%
MME
2328
Meag Munich Ergo
Germany
$355K -$5.9M -38,089 -94%
Marshall Wace
2329
Marshall Wace
United Kingdom
$355K -$3.05M -19,701 -89%
HWA
2330
Heartwood Wealth Advisors
Virginia
$355K +$1.39K +9 +0.4%
QWM
2331
QP Wealth Management
New Jersey
$354K +$155 +1 +0%
AA
2332
ALPS Advisors
Colorado
$352K -$29.1K -188 -7%
CIA
2333
Cascade Investment Advisors
Oregon
$352K – – –
AFS
2334
Axiom Financial Strategies
Indiana
$351K +$8.36K +54 +2%
ABTD
2335
Arvest Bank Trust Division
Oklahoma
$351K +$27.7K +179 +8%
RW
2336
Rede Wealth
Virginia
$351K +$31K +200 +9%
MC
2337
Machina Capital
France
$351K +$144K +932 +67%
TWM
2338
Tradition Wealth Management
Minnesota
$350K +$310 +2 +0.1%
HGWM
2339
Horst & Graben Wealth Management
Oregon
$350K +$2.48K +16 +0.7%
AF
2340
Alerus Financial
North Dakota
$348K -$11K -71 -3%
LDFR
2341
Lehman & Derafelo Financial Resources
Pennsylvania
$347K -$61.9K -400 -15%
HC
2342
Hoese & Co
Minnesota
$347K – – –
DPI
2343
Diversified Portfolios Inc
Michigan
$346K -$168K -1,088 -32%
CA
2344
Calton & Associates
Florida
$345K +$8.98K +58 +3%
BFG
2345
Bouchey Financial Group
New York
$344K +$81K +523 +30%
DWP
2346
Destiny Wealth Partners
Florida
$343K -$7.74K -50 -2%
PO
2347
Private Ocean
California
$343K – – –
LF
2348
LifeSteps Financial
California
$343K +$155 +1 +0%
Verition Fund Management
2349
Verition Fund Management
Connecticut
$343K +$353K +2,281 New
TCB
2350
Texas Capital Bancshares
Texas
$342K -$929 -6 -0.3%