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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$554K +$35.7K +2,440 +7%
MWM
177
Modern Wealth Management
Kansas
$553K +$79.3K +5,422 +17%
AAM
178
Advisors Asset Management
Colorado
$547K -$387K -26,499 -42%
TWC
179
TD Waterhouse Canada
Ontario, Canada
$545K +$401K +27,444 +315%
Brown Advisory
180
Brown Advisory
Maryland
$543K +$26.1K +1,784 +5%
KeyBank National Association
181
KeyBank National Association
Ohio
$540K +$188K +12,858 +56%
PA
182
Profund Advisors
Maryland
$535K -$81K -5,544 -13%
BPA
183
Beacon Pointe Advisors
California
$527K +$186K +12,738 +57%
CL
184
Choreo LLC
Illinois
$522K +$38.5K +2,631 +8%
SA
185
Sanctuary Advisors
Indiana
$516K +$68.9K +4,717 +16%
MOS
186
MGO One Seven
Ohio
$511K -$5.98K -409 -1%
Franklin Resources
187
Franklin Resources
California
$495K -$14.7K -1,004 -3%
UCFA
188
United Capital Financial Advisors
Texas
$490K +$74.5K +5,097 +19%
AAM
189
AR Asset Management
California
$489K
Kayne Anderson Rudnick Investment Management
190
Kayne Anderson Rudnick Investment Management
California
$489K -$4.85K -332 -1%
FAFN
191
First Affirmative Financial Network
Colorado
$478K +$465K +31,801 New
LCM
192
Lazari Capital Management
California
$475K -$29.1K -1,994 -6%
MM
193
MQS Management
New York
$473K +$461K +31,522 New
PEAK6
194
PEAK6
Illinois
$462K +$236K +16,139 +110%
FFA
195
Farther Finance Advisors
California
$462K +$175K +11,966 +64%
CFG
196
Copley Financial Group
California
$460K +$100K +6,844 +29%
EWM
197
Empirical Wealth Management
Washington
$458K +$45.6K +3,118 +11%
BAM
198
Belpointe Asset Management
Nevada
$446K +$497 +34 +0.1%
PLFS
199
Provident Living Financial Services
Utah
$444K +$1.59K +109 +0.4%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$443K -$81.8K -5,597 -16%