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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$255K -$63.3K -3,113 -20%
SIM
227
Stratos Investment Management
Ohio
$251K +$257K +12,659 New
Corient Private Wealth
228
Corient Private Wealth
Florida
$251K +$47K +2,310 +22%
MFS
229
Mirabella Financial Services
United Kingdom
$250K -$7.56K -372 -3%
USAA
230
United Services Automobile Association
Texas
$249K -$158K -7,773 -38%
TPCW
231
TD Private Client Wealth
New York
$239K -$1.36K -67 -0.6%
VF
232
Virtu Financial
New York
$238K +$244K +11,989 New
1WA
233
180 Wealth Advisors
Washington
$237K +$956 +47 +0.4%
OC
234
Oppenheimer & Co
New York
$235K -$2.2K -108 -0.9%
CCIA
235
Campbell & Co Investment Adviser
Maryland
$230K -$1.71M -84,214 -88%
Walleye Trading
236
Walleye Trading
New York
$229K +$234K +11,511 New
PSP
237
Principal Street Partners
Tennessee
$220K +$223K +10,973 New
AWA
238
Aaron Wealth Advisors
Illinois
$219K +$20.4K +1,004 +10%
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$215K +$14.1K +692 +7%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$212K -$16.8K -824 -7%
PTC
241
Petrus Trust Company
Texas
$203K -$204K -10,033 -50%
VT
242
Vise Technologies
New York
$203K +$207K +10,202 New
EWA
243
EverSource Wealth Advisors
Alabama
$166K +$5.02K +247 +3%
GIS
244
Grayhawk Investment Strategies
Alberta, Canada
$161K +$122K +6,000 New
WWP
245
WR Wealth Planners
Missouri
$128K +$131K +6,463 New
IWP
246
Icon Wealth Partners
Texas
$115K +$117K +5,770 New
GWM
247
Geneos Wealth Management
Colorado
$96.5K +$57.7K +2,837 +140%
VLKIM
248
Van Lanschot Kempen Investment Management
Netherlands
$87.7K – – –
US Bancorp
249
US Bancorp
Minnesota
$86.4K -$41.3K -2,030 -32%
GIBU
250
Gulf International Bank (UK)
United Kingdom
$80K – – –