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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
351
M Holdings Securities
Oregon
$288K +$240K +10,081 New
CM
352
Caption Management
Oklahoma
$286K -$1.21M -50,950 -84%
FMP
353
Financial Management Professionals
Texas
$286K
MPI
354
Mairs & Power Inc
Minnesota
$286K
CIBC World Market
355
CIBC World Market
Ontario, Canada
$285K +$17.3K +725 +8%
PFS
356
Prospera Financial Services
Texas
$283K -$12K -504 -5%
CWM
357
Circle Wealth Management
New Jersey
$282K
AIG
358
American International Group
New York
$278K +$48 +2 +0%
IA
359
IFP Advisors
Florida
$273K +$1.08M +45,510 +579%
IAA
360
Independent Advisor Alliance
North Carolina
$271K -$2.15K -90 -0.9%
VI
361
Versor Investments
New York
$265K +$221K +9,270 New
AAS
362
Avantax Advisory Services
Texas
$263K -$90.3K -3,788 -29%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$262K +$67.2K +2,821 +44%
SFS
364
Stiles Financial Services
Minnesota
$256K -$5.36K -225 -2%
Capstone Investment Advisors
365
Capstone Investment Advisors
New York
$255K -$706K -29,629 -77%
XS
366
XR Securities
Illinois
$255K -$9.77K -410 -4%
WAM
367
Wolverine Asset Management
Illinois
$254K -$422K -17,700 -67%
ED
368
Exane Derivatives
France
$252K +$1.22K +51 +0.6%
SAM
369
Shell Asset Management
Netherlands
$251K -$31K -1,301 -13%
LCM
370
LCM Capital Management
Illinois
$250K -$11.9K -500 -5%
PP
371
Prudential plc
United Kingdom
$248K +$206K +8,658 New
SW
372
SVB Wealth
Massachusetts
$245K +$4.17K +175 +2%
AFG
373
Allegheny Financial Group
Pennsylvania
$244K
GC
374
GFG Capital
Florida
$240K
GWM
375
Geneos Wealth Management
Colorado
$239K +$34.4K +1,445 +21%