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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
751
Cozad Asset Management
Illinois
$483K -$7.22K -110 -1%
VDI
752
Vaughan David Investments
Illinois
$479K +$12K +183 +3%
Koshinski Asset Management
753
Koshinski Asset Management
Illinois
$476K -$601K -9,163 -56%
PL
754
Plancorp LLC
Missouri
$474K -$112K -1,706 -19%
WA
755
Wealthstream Advisors
New York
$473K +$73.6K +1,122 +18%
SIG
756
Stonegate Investment Group
Alabama
$472K -$22.4K -341 -5%
FDCDDQ
757
Federation des caisses Desjardins du Quebec
Quebec, Canada
$472K +$19.2K +293 +4%
SFG
758
StrategIQ Financial Group
Indiana
$471K -$17.9K -273 -4%
VVP
759
Venture Visionary Partners
Ohio
$471K -$50.5K -770 -10%
LGA
760
Lebenthal Global Advisors
New York
$468K +$467K +7,117 New
CIA
761
Choate Investment Advisors
Massachusetts
$467K -$28.9K -441 -6%
WOC
762
West Oak Capital
California
$466K
MOS
763
MGO One Seven
Ohio
$465K +$54.5K +830 +13%
CWM
764
Chemistry Wealth Management
New York
$463K +$33.1K +505 +8%
E3F
765
Eight 31 Financial
Texas
$462K +$461K +7,027 New
CW
766
CreativeOne Wealth
Kansas
$461K -$31.1K -474 -6%
WAP
767
Wealthcare Advisory Partners
Pennsylvania
$461K -$367K -5,600 -44%
TW
768
Transform Wealth
Colorado
$460K +$15.7K +239 +4%
RPC
769
Rossmore Private Capital
Connecticut
$459K +$2.56K +39 +0.6%
RIL
770
Rothschild Investment LLC
Illinois
$458K -$3.21K -49 -0.7%
SFG
771
Summit Financial Group
West Virginia
$458K -$4.26K -65 -0.9%
RSWM
772
Robertson Stephens Wealth Management
California
$452K +$15.9K +243 +4%
HL
773
HeadInvest LLC
Maine
$451K
P
774
&Partners
Tennessee
$451K +$56K +854 +14%
BBI
775
Baxter Bros Inc
Connecticut
$450K -$9.84K -150 -2%