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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$288K +$23.9K +617 +9%
FHC
352
First Heartland Consultants
Missouri
$286K +$288K +7,426 New
IA
353
IFP Advisors
Florida
$285K – – –
William Blair & Company
354
William Blair & Company
Illinois
$278K – – –
Lazard Asset Management
355
Lazard Asset Management
New York
$277K +$135K +3,471 +93%
BB
356
Bell Bank
North Dakota
$276K +$930 +24 +0.3%
Creative Planning
357
Creative Planning
Kansas
$275K -$48K -1,239 -15%
JWM
358
Jeppson Wealth Management
California
$267K +$268K +6,925 New
AWM
359
AE Wealth Management
Kansas
$265K +$266K +6,870 New
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$261K -$1.94K -50 -0.7%
WAM
361
Watershed Asset Management
California
$259K -$21.4K -552 -8%
GPA
362
Garrison Point Advisors
California
$258K – – –
B
363
Bailard
California
$253K – – –
AAS
364
Avantax Advisory Services
Texas
$252K +$9.46K +244 +4%
CA
365
Calton & Associates
Florida
$251K +$969 +25 +0.4%
SIMG
366
Sonora Investment Management Group
Arizona
$250K +$2.52K +65 +1%
CLOS
367
Compagnie Lombard Odier SCmA
Switzerland
$250K +$84.7K +2,185 +51%
FCBT
368
First Citizens Bank & Trust
North Carolina
$249K -$11.4K -295 -4%
MYAM
369
Meiji Yasuda Asset Management
Japan
$249K +$15.1K +390 +6%
CCM
370
Coldstream Capital Management
Washington
$249K +$29.4K +758 +13%
BCA
371
Bay Colony Advisors
Massachusetts
$246K +$221K +5,694 New
PP
372
Prudential plc
United Kingdom
$244K -$12.6K -325 -5%
P
373
&Partners
Tennessee
$243K – – –
NICM
374
Neo Ivy Capital Management
New York
$239K +$241K +6,214 New
SI
375
Stephens Inc
Arkansas
$236K – – –