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Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$110K
HIA
227
Harbor Investment Advisory
Maryland
$110K +$144K +13,252 +147,244%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$107K -$23.7K -2,175 -14%
Creative Planning
229
Creative Planning
Kansas
$106K +$16.1K +1,475 +13%
V
230
Veritable
Delaware
$105K
Stifel Financial
231
Stifel Financial
Missouri
$103K -$12.5K -1,151 -8%
BWM
232
BigSur Wealth Management
Florida
$101K -$27.2K -2,500 -17%
BCM
233
Bayesian Capital Management
New York
$98K +$128K +11,800 New
RI
234
Ridgewood Investments
New Jersey
$98K +$129K +11,819 New
LI
235
Leap Investments
Illinois
$94K +$123K +11,300 New
AP
236
Advisor Partners
California
$93K +$838 +77 +0.7%
IIA
237
IPG Investment Advisors
California
$89K +$117K +10,740 New
WHG
238
Westwood Holdings Group
Texas
$88K +$14.5K +1,336 +14%
US Bancorp
239
US Bancorp
Minnesota
$87K -$50.4K -4,628 -30%
S
240
SignatureFD
Georgia
$86K +$18.9K +1,739 +20%
CI
241
Capital Innovations
Wisconsin
$86K +$75.2K +6,910 +64%
BBP
242
Banco BTG Pactual
Brazil
$84K -$334K -30,659 -75%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$83K -$362K -33,233 -77%
SO
244
STRS Ohio
Ohio
$82K
Toronto Dominion Bank
245
Toronto Dominion Bank
Ontario, Canada
$65K -$16.9K -1,550 -16%
Legal & General Group
246
Legal & General Group
United Kingdom
$61K
EDRH
247
Edmond de Rothschild Holding
Switzerland
$57K
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$52K -$4.36K -400 -6%
SCA
249
Stonebridge Capital Advisors
Minnesota
$52K -$4.36K -400 -6%
RE
250
RBC Europe
United Kingdom
$50.3K