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Name Holding Trade Value Shares
Change
Change in
Stake
CW
501
CreativeOne Wealth
Kansas
$385K
GM
502
GeoWealth Management
Illinois
$385K +$365K +5,216 New
SMFG
503
Sumitomo Mitsui Financial Group
Japan
$384K +$359K +5,130 +2,850%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$383K
FAIM
505
Financial Advocates Investment Management
Washington
$383K
SIC
506
SFE Investment Counsel
California
$381K +$54.6K +780 +18%
LNC
507
Lincoln National Corp
Pennsylvania
$375K -$6.02K -86 -2%
PAA
508
Peregrine Asset Advisers
Oregon
$374K +$42K +600 +13%
SBH
509
Segall Bryant & Hamill
Illinois
$369K -$64.8K -926 -16%
MC
510
Miles Capital
Iowa
$365K +$90.6K +1,294 +35%
S
511
SimplyRich
California
$364K
MFG
512
Magnus Financial Group
New York
$362K +$10.2K +146 +3%
KLWA
513
Kelly Lawrence W & Associates
California
$358K
PI
514
Putnam Investments
Massachusetts
$357K -$12.9K -184 -4%
ARMT
515
Amica Retiree Medical Trust
Rhode Island
$354K
MRCM
516
M&R Capital Management
New Jersey
$349K
FCB
517
First Command Bank
Texas
$346K
FCFS
518
First Command Financial Services
Texas
$346K
CWS
519
Cypress Wealth Services
California
$345K -$24.8K -354 -7%
FCI
520
Financial Counselors Inc
Kansas
$343K
VDI
521
Vaughan David Investments
Illinois
$341K -$2.1K -30 -0.6%
WB
522
WesBanco Bank
West Virginia
$340K -$36.4K -520 -10%
BBNA
523
Bremer Bank National Association
Minnesota
$337K -$148K -2,114 -32%
CAG
524
Crestwood Advisors Group
Massachusetts
$337K +$319K +4,562 New
CCA
525
Checchi Capital Advisers
California
$335K +$4.62K +66 +1%