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Name Holding Trade Value Shares
Change
Change in
Stake
P
226
&Partners
Tennessee
$301K +$336K +1,263 New
CIM
227
CIM Investment Management
Pennsylvania
$301K
GWSG
228
GPS Wealth Strategies Group
Colorado
$295K -$26.4K -99 -8%
AF
229
Allworth Financial
California
$292K +$117K +440 +53%
Allianz Asset Management
230
Allianz Asset Management
Germany
$291K +$320K +1,200 New
BIM
231
Bridges Investment Management
Nebraska
$287K
HCM
232
Hollencrest Capital Management
California
$284K
CCM
233
Coldstream Capital Management
Washington
$271K -$33.3K -125 -10%
US Bancorp
234
US Bancorp
Minnesota
$268K -$39.7K -149 -12%
SFO
235
Stokes Family Office
Louisiana
$260K
Vanguard Personalized Indexing Management
236
Vanguard Personalized Indexing Management
California
$258K +$50.6K +190 +22%
HW
237
Hamilton Wealth
California
$255K -$13.3K -50 -5%
CL
238
CIM LLC
New York
$251K -$2.4K -9 -0.9%
PWM
239
Perigon Wealth Management
California
$251K +$288K +1,083 New
PFPT
240
Pinnacle Financial Partners (Tennessee)
Tennessee
$248K
SIG
241
Stonegate Investment Group
Alabama
$248K +$5.59K +21 +2%
ACM
242
Aquatic Capital Management
Illinois
$248K +$272K +1,020 New
ECM
243
Evergreen Capital Management
Washington
$246K +$8.26K +31 +3%
PTC
244
Petrus Trust Company
Texas
$245K
NL
245
NWAM LLC
Washington
$243K
RFC
246
Regions Financial Corp
Alabama
$243K -$6.39K -24 -2%
SWP
247
Stratos Wealth Partners
Ohio
$243K
CC
248
Corton Capital
Ontario, Canada
$241K +$264K +993 New
X
249
Xponance
Pennsylvania
$239K +$24.8K +93 +10%
WA
250
Wealth Alliance
New York
$238K -$7.72K -29 -3%