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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
451
Clarus Wealth Advisors
Arizona
$233K +$206K +1,288 New
YIA
452
YHB Investment Advisors
Connecticut
$233K +$211K +1,321 New
SPIA
453
Steward Partners Investment Advisory
New York
$232K +$4.8K +30 +2%
FC
454
Forte Capital
New York
$229K -$20.1K -126 -9%
PNC
455
Park National Corp
Ohio
$228K -$7.51K -47 -4%
CAM
456
Cresset Asset Management
Illinois
$227K +$206K +1,287 New
CFGS
457
Concourse Financial Group Securities
Alabama
$223K +$47K +294 +30%
GH
458
GAM Holding
Switzerland
$220K -$175K -1,096 -47%
NFG
459
Next Financial Group
Texas
$218K +$198K +1,238 New
American Century Companies
460
American Century Companies
Missouri
$216K +$196K +1,228 New
ZCA
461
Zeke Capital Advisors
Pennsylvania
$215K +$195K +1,218 New
CG
462
Colony Group
Massachusetts
$214K -$25.9K -162 -12%
IA
463
IFP Advisors
Florida
$214K -$4.96K -31 -3%
F
464
F3Logic
Minnesota
$203K +$184K +1,149 New
SIAS
465
Shine Investment Advisory Services
Colorado
$202K
CIM
466
Chiron Investment Management
New York
$185K +$64K +400 +62%
PMFA
467
Plante Moran Financial Advisors
Michigan
$181K +$160K +1,000 +3,704%
CTC
468
Central Trust Company
Missouri
$171K +$74.3K +465 +92%
BCWM
469
Bartlett & Co Wealth Management
Ohio
$167K -$8K -50 -5%
BC
470
Bartlett & Co
Ohio
$167K -$8K -50 -5%
EP
471
Eudaimonia Partners
Tennessee
$167K +$26.5K +166 +21%
ASN
472
Advisory Services Network
Georgia
$161K +$145K +907 New
TWI
473
Thomas White International
Illinois
$154K
BG
474
Bollard Group
Massachusetts
$143K
CFB
475
Cullen/Frost Bankers
Texas
$139K +$126K +787 New