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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
326
US Bancorp
Minnesota
$270K -$45.5K -1,478 -18%
IEQ Capital
327
IEQ Capital
California
$269K -$63.4K -2,057 -24%
PWM
328
Prosperity Wealth Management
California
$268K +$202K +6,550 New
OneDigital Investment Advisors
329
OneDigital Investment Advisors
Kansas
$268K -$19.2K -623 -9%
Alberta Investment Management Corp (AIMCo)
330
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$266K – – –
SC
331
Shay Capital
New York
$266K +$200K +6,500 New
Kestra Advisory Services
332
Kestra Advisory Services
Texas
$265K +$200K +6,482 New
SW
333
SVB Wealth
Massachusetts
$265K +$200K +6,481 New
O'Shaughnessy Asset Management
334
O'Shaughnessy Asset Management
Connecticut
$265K +$199K +6,470 New
Oppenheimer & Co
335
Oppenheimer & Co
New York
$257K +$194K +6,296 New
MFAM
336
Motley Fool Asset Management
Virginia
$252K -$19.7K -640 -9%
B. Metzler seel. Sohn & Co
337
B. Metzler seel. Sohn & Co
Germany
$239K +$180K +5,853 New
Investment Management Corp of Ontario (IMCO)
338
Investment Management Corp of Ontario (IMCO)
Canada
$239K +$180K +5,846 New
RS
339
Rakuten Securities
Japan
$234K +$176K +5,720 New
FP
340
Financial Perspectives
Minnesota
$230K – – –
AWM
341
Austin Wealth Management
Texas
$230K +$209K +6,784 New
GIM
342
Grassi Investment Management
California
$225K +$170K +5,500 New
KOC
343
Koss-Olinger Consulting
Florida
$225K +$170K +5,500 New
PCM
344
Parsons Capital Management
Rhode Island
$223K +$168K +5,445 New
IFP Advisors
345
IFP Advisors
Florida
$223K +$14K +454 +9%
DFG
346
Delta Financial Group
New Jersey
$222K +$167K +5,420 New
Farther Finance Advisors
347
Farther Finance Advisors
California
$217K +$22.5K +729 +16%
Summit Trail Advisors
348
Summit Trail Advisors
New York
$213K +$161K +5,209 New
Comerica Bank
349
Comerica Bank
Texas
$212K -$388K -12,592 -71%
Independent Advisor Alliance
350
Independent Advisor Alliance
North Carolina
$211K +$159K +5,162 New