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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
$308K -$4.91K -106 -1%
MJP
277
Michael J. Puzo
$306K +$299K +6,443 New
CA
278
Claro Advisors
Massachusetts
$305K -$10.7K -231 -3%
PA
279
Parallel Advisors
California
$298K +$52.5K +1,133 +22%
PWM
280
Perigon Wealth Management
California
$297K -$12.8K -277 -4%
TW
281
Traveka Wealth
California
$296K +$5.75K +124 +2%
CB
282
Commerce Bank
Missouri
$291K -$417 -9 -0.1%
FFM
283
Forum Financial Management
Illinois
$289K
LC
284
Lindbrook Capital
California
$284K +$113K +2,434 +68%
BHPW
285
Beverly Hills Private Wealth
California
$284K -$63.2K -1,363 -19%
SA
286
Shilanski & Associates
Alaska
$282K -$10.8K -234 -4%
HW
287
Hancock Whitney
Mississippi
$281K +$3.71K +80 +1%
PS
288
Principal Securities
Iowa
$278K -$556 -12 -0.2%
EWA
289
EverSource Wealth Advisors
Alabama
$275K +$13.3K +286 +5%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$273K -$1.99K -43 -0.7%
JSW
291
Journey Strategic Wealth
New Jersey
$270K +$371 +8 +0.1%
AIA
292
Alera Investment Advisors
Illinois
$270K -$10.5K -227 -4%
MCM
293
MAI Capital Management
Ohio
$269K -$1.71M -36,822 -87%
NWAG
294
Net Worth Advisory Group
Utah
$269K +$263K +5,666 New
Focus Partners Wealth
295
Focus Partners Wealth
Massachusetts
$263K +$257K +5,534 New
SAM
296
Smartleaf Asset Management
Massachusetts
$261K +$80.1K +1,727 +46%
WPC
297
Wedmont Private Capital
Pennsylvania
$256K +$23.5K +507 +10%
WAG
298
Wallace Advisory Group
California
$255K -$4.54K -98 -2%
Verition Fund Management
299
Verition Fund Management
Connecticut
$255K +$249K +5,364 New
EL
300
EWA LLC
Pennsylvania
$253K +$12.6K +272 +5%