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Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
CP
276
Covenant Partners
Tennessee
$326K
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$319K +$6.68K +126 +2%
LCWP
278
Legacy Capital Wealth Partners
Arkansas
$312K +$295K +5,564 New
FAM
279
Formidable Asset Management
Ohio
$311K -$7.95K -150 -3%
RGC
280
Roberts, Glore & Co
Illinois
$311K -$15.9K -300 -5%
RJFSA
281
Raymond James Financial Services Advisors
Florida
$306K +$289K +5,447 New
FTWA
282
Fifth Third Wealth Advisors
Ohio
$294K +$278K +5,247 New
FFIC
283
First Fiduciary Investment Counsel
Ohio
$290K
PWM
284
Perigon Wealth Management
California
$290K +$38K +718 +16%
TI
285
Tidal Investments
Wisconsin
$287K +$271K +5,115 New
SC
286
Sapient Capital
Indiana
$286K
Two Sigma Advisers
287
Two Sigma Advisers
New York
$286K -$596K -11,250 -69%
AAM
288
Advisors Asset Management
Colorado
$279K +$115K +2,167 +77%
YIH
289
Y-Intercept (HK)
Hong Kong
$279K +$263K +4,967 New
KAS
290
Kestra Advisory Services
Texas
$270K -$34.8K -657 -12%
Kovitz Investment Group Partners
291
Kovitz Investment Group Partners
Illinois
$270K +$255K +4,808 New
NC
292
nVerses Capital
Florida
$269K +$254K +4,800 New
IWC
293
Integrated Wealth Concepts
Massachusetts
$264K +$636 +12 +0.3%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$259K -$4.61K -87 -2%
DAS
295
Diversify Advisory Services
Utah
$258K +$7K +132 +3%
HWA
296
HCR Wealth Advisors
California
$257K
HAG
297
HighPoint Advisor Group
Illinois
$257K +$5.62K +106 +2%
TWM
298
Trueblood Wealth Management
Ohio
$255K -$15.9K -300 -6%
IB
299
Intrust Bank
Kansas
$251K +$12.5K +235 +6%
CI Investments Inc
300
CI Investments Inc
Ontario, Canada
$249K -$11.7K -221 -5%