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Name Holding Trade Value Shares
Change
Change in
Stake
CW
751
CreativeOne Wealth
Kansas
$218K +$22.4K +69 +10%
OC
752
Oarsman Capital
Wisconsin
$216K – – –
RMCM
753
Reynders McVeigh Capital Management
Massachusetts
$212K – – –
DCM
754
Donaldson Capital Management
Indiana
$209K -$402K -1,235 -63%
BWP
755
BSW Wealth Partners
Colorado
$208K -$16.9K -52 -7%
SIA
756
Sit Investment Associates
Minnesota
$208K +$29.3K +90 +15%
DT
757
Diversified Trust
Tennessee
$207K +$7.48K +23 +3%
Bank Julius Baer & Co
758
Bank Julius Baer & Co
Switzerland
$206K -$150K -460 -40%
ACM
759
Alethea Capital Management
Washington
$206K +$229K +703 New
DI
760
DFPG Investments
Utah
$205K – – –
KCM
761
Kornitzer Capital Management
Kansas
$205K +$228K +700 New
IFWM
762
Institute for Wealth Management
Colorado
$202K – – –
RWA
763
Ropes Wealth Advisors
Massachusetts
$202K – – –
PWM
764
Peterson Wealth Management
Nevada
$201K +$223K +686 New
AIC
765
Archer Investment Corporation
Indiana
$201K -$24.4K -75 -10%
CIP
766
Convergence Investment Partners
Florida
$199K +$221K +678 New
ARMC
767
American Research & Management Company
Massachusetts
$195K – – –
GC
768
Gould Capital
Washington
$194K – – –
VNA
769
Valley National Advisers
Pennsylvania
$191K – – –
CT
770
Clearstead Trust
Maine
$190K – – –
Jones Financial Companies
771
Jones Financial Companies
Missouri
$190K – – –
WR
772
WD Rutherford
Oregon
$187K – – –
CFFP
773
Center for Financial Planning
Michigan
$186K – – –
WT
774
Washington Trust
Rhode Island
$180K – – –
Loomis, Sayles & Company
775
Loomis, Sayles & Company
Massachusetts
$172K -$19.8K -61 -9%