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Name Holding Trade Value Shares
Change
Change in
Stake
CW
551
CreativeOne Wealth
Kansas
$206K +$5.32K +24 +2%
AHC
552
Anderson Hoagland & Co
Missouri
$204K -$160K -722 -42%
CWP
553
Curated Wealth Partners
California
$202K
ALAM
554
Asahi Life Asset Management
Japan
$201K +$213K +960 New
TWP
555
Tempus Wealth Planning
California
$201K +$214K +964 New
AWA
556
Arete Wealth Advisors
Illinois
$200K +$11.7K +53 +6%
NSIM
557
North Star Investment Management
Illinois
$199K
PMAM
558
Penn Mutual Asset Management
Pennsylvania
$199K
VRM
559
Vectors Research Management
New York
$177K
EI
560
Ellevest Inc
New York
$172K +$2.22K +10 +1%
VI
561
Vestcor Inc
New Brunswick, Canada
$167K -$24.2K -109 -12%
AII
562
AGF Investments Inc
Ontario, Canada
$167K +$177K +800 New
AIP
563
Ameritas Investment Partners
Nebraska
$161K
CAL
564
Capital Advisors Ltd
Ohio
$159K +$169K +761 New
WTC
565
WhitTier Trust Company
Nevada
$141K
Bessemer Group
566
Bessemer Group
New Jersey
$140K -$84.9K -383 -36%
Jones Financial Companies
567
Jones Financial Companies
Missouri
$134K
JCM
568
Jacobi Capital Management
Pennsylvania
$129K +$22.2K +100 +19%
HIA
569
Harbor Investment Advisory
Maryland
$123K
ADL
570
Asset Dedication LLC
California
$112K +$7.09K +32 +6%
SIM
571
Sentry Investment Management
Wisconsin
$104K -$16.2K -73 -13%
RIM
572
Rockbridge Investment Management
New York
$104K +$111K +500 New
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$102K +$15.5K +70 +17%
GWM
574
Geneos Wealth Management
Colorado
$96K -$4.88K -22 -5%
CCC
575
Crescent Capital Consulting
Louisiana
$89K +$443 +2 +0.5%