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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Checchi Capital Advisers
California
$296K
NA
227
NewEdge Advisors
Louisiana
$291K +$2.6K +12 +0.8%
KPWS
228
Kestra Private Wealth Services
Texas
$287K -$12.3K -57 -4%
CBU
229
CIBC Bancorp USA
Illinois
$287K +$314K +1,451 New
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$285K -$62K -286 -17%
PAG
231
Private Advisor Group
New Jersey
$278K -$14.7K -68 -5%
MHIC
232
Marble Harbor Investment Counsel
Massachusetts
$277K
I
233
InceptionR
California
$261K -$301K -1,389 -51%
AF
234
Allworth Financial
California
$260K +$12.1K +56 +4%
M&T Bank
235
M&T Bank
New York
$259K -$8.45K -39 -3%
RB
236
Rodgers Brothers
Pennsylvania
$257K
TPI
237
Trust Point Inc
Wisconsin
$257K
AP
238
Advisors Preferred
Maryland
$248K +$275K +1,270 New
RHJA
239
Rice Hall James & Associates
California
$247K -$21.7K -100 -7%
OQS
240
Occudo Quantitative Strategies
Florida
$243K +$267K +1,232 New
GAM
241
Gotham Asset Management
New York
$242K +$266K +1,226 New
HWM
242
Howard Wealth Management
Connecticut
$242K
ECM
243
Evergreen Capital Management
Washington
$242K +$53.9K +249 +26%
P
244
&Partners
Tennessee
$241K +$1.95K +9 +0.7%
BIM
245
Bridges Investment Management
Nebraska
$240K
CAM
246
Cozad Asset Management
Illinois
$240K
GWSG
247
GPS Wealth Strategies Group
Colorado
$234K +$217 +1 +0.1%
FMWA
248
Forvis Mazars Wealth Advisors
Missouri
$234K
US Bancorp
249
US Bancorp
Minnesota
$234K -$391K -1,804 -60%
AIP
250
Ameritas Investment Partners
Nebraska
$233K -$43.3K -200 -15%