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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
176
Kestra Private Wealth Services
Texas
$471K -$30.7K -807 -6%
WT
177
Whittier Trust
California
$468K +$23.6K +622 +5%
SPC
178
Sigma Planning Corp
Michigan
$468K +$125K +3,289 +35%
AWM
179
Altium Wealth Management
New York
$467K -$72.9K -1,919 -13%
SS
180
Simplicity Solutions
Minnesota
$465K +$62K +1,630 +15%
JWBC
181
John W. Bristol & Co
New York
$462K
TAM
182
Trillium Asset Management
Massachusetts
$460K -$42.6K -1,121 -8%
M&T Bank
183
M&T Bank
New York
$456K +$8.36K +220 +2%
CL
184
Choreo LLC
Illinois
$451K
Mariner
185
Mariner
Kansas
$451K +$6.23K +164 +1%
EWA
186
Exencial Wealth Advisors
Oklahoma
$446K +$462K +12,143 New
DC
187
Davenport & Co
Virginia
$440K +$23.5K +619 +5%
MFG
188
MidWestOne Financial Group
Iowa
$434K
GI
189
Gradient Investments
Minnesota
$429K +$646 +17 +0.1%
GAMC
190
Garner Asset Management Corp
Texas
$419K +$7.11K +187 +2%
4WM
191
44 Wealth Management
Oregon
$411K -$107K -2,806 -20%
WDL
192
Well Done LLC
Michigan
$411K
CS
193
Comerica Securities
Michigan
$403K -$5.06K -133 -1%
Allianz Asset Management
194
Allianz Asset Management
Germany
$400K
CCA
195
Checchi Capital Advisers
California
$399K -$14.6K -384 -3%
CB
196
Commerce Bank
Missouri
$392K +$11.6K +304 +3%
RC
197
RegentAtlantic Capital
New Jersey
$390K -$60.9K -1,603 -13%
HIMCH
198
Hartford Investment Management Co (HIMCO)
Connecticut
$390K
ANI
199
American National Insurance
Texas
$385K
TRCT
200
Tower Research Capital (TRC)
New York
$378K +$387K +10,184 +9,518%