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Name Holding Trade Value Shares
Change
Change in
Stake
CW
301
CreativeOne Wealth
Kansas
$493K +$262K +1,936 +116%
PA
302
Profund Advisors
Maryland
$489K -$9.63K -71 -2%
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$486K +$1.08K +8 +0.2%
PFS
304
Prospera Financial Services
Texas
$486K +$9.63K +71 +2%
MML Investors Services
305
MML Investors Services
Massachusetts
$486K +$71.7K +529 +18%
SIC
306
Salem Investment Counselors
North Carolina
$486K +$481K +3,547 New
NWM
307
Northwest Wealth Management
Iowa
$478K
AAS
308
Avantax Advisory Services
Texas
$474K -$109K -806 -19%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$474K +$51.1K +377 +12%
CI Investments Inc
310
CI Investments Inc
Ontario, Canada
$468K -$332K -2,452 -42%
RFC
311
Regions Financial Corp
Alabama
$468K -$8.81K -65 -2%
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$462K +$678 +5 +0.1%
CFSG
313
Clark Financial Services Group
Missouri
$461K +$456K +3,365 New
VFP
314
Verus Financial Partners
Virginia
$459K
NNP
315
Nachman Norwood & Parrott
South Carolina
$445K
RJT
316
Raymond James Trust
Florida
$443K +$202K +1,492 +86%
SCM
317
Shelton Capital Management
Colorado
$440K
CG
318
Colony Group
Massachusetts
$431K +$62.9K +464 +17%
PAM
319
Panagora Asset Management
Massachusetts
$426K -$52.1K -384 -11%
CIAS
320
Capital Investment Advisory Services
North Carolina
$420K +$415K +3,065 New
FM
321
Foster & Motley
Ohio
$418K +$413K +3,050 New
CAG
322
Csenge Advisory Group
Florida
$403K -$13.2K -97 -3%
PWAG
323
Polaris Wealth Advisory Group
California
$403K
SP
324
Symmetry Partners
Connecticut
$400K
HAG
325
HighPoint Advisor Group
Illinois
$399K +$28.6K +211 +8%