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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$1.13M +$238K +1,120 +26%
WEPOG
327
Wealth Enhancement & Preservation of GA
Georgia
$1.13M +$56.2K +264 +5%
AP
328
Advisor Partners
California
$1.12M +$484K +2,272 +74%
KPWS
329
Kestra Private Wealth Services
Texas
$1.09M +$71.1K +334 +7%
FAIM
330
Financial Advocates Investment Management
Washington
$1.06M +$433K +2,033 +67%
KRSITF
331
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.05M +$145K +682 +16%
PCS
332
Personal CFO Solutions
New Jersey
$1.04M -$27.3K -128 -3%
PAG
333
Private Advisor Group
New Jersey
$1.03M +$76.9K +361 +8%
VWM
334
Venturi Wealth Management
Texas
$1.02M +$2.56K +12 +0.2%
WF
335
WoodTrust Financial
Wisconsin
$1.02M +$9.58K +45 +0.9%
OIS
336
Okabena Investment Services
Minnesota
$1.02M +$40.4K +190 +4%
AI
337
Atria Investments
North Carolina
$1.01M -$15.1K -71 -1%
CB
338
Commerce Bank
Missouri
$1.01M +$226K +1,062 +28%
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
$1M +$168K +790 +20%
M
340
Mirova
France
$999K +$1.01M +4,767 New
NIMI
341
Natixis Investment Managers International
France
$999K +$1.01M +4,767 New
SMH
342
Sanders Morris Harris
Texas
$992K – – –
VIM
343
Vista Investment Management
Pennsylvania
$992K – – –
TAF
344
Tredje AP-fonden
Sweden
$991K – – –
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$978K -$648K -3,042 -40%
BCV
346
Banque Cantonale Vaudoise
Switzerland
$944K -$42.6K -200 -4%
TC
347
TwinBeech Capital
New York
$939K -$2.34M -10,975 -71%
AG
348
Algert Global
California
$927K +$941K +4,422 New
OCM
349
Orion Capital Management
California
$922K -$21.3K -100 -2%
AWM
350
AE Wealth Management
Kansas
$919K +$170K +797 +22%