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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
176
King Wealth Management Group
Florida
$344K +$100K +533 +43%
CMANY
177
Capital Management Associates (New York)
New York
$340K -$203K -1,075 -38%
US Bancorp
178
US Bancorp
Minnesota
$322K +$2.26K +12 +0.7%
HWM
179
Howard Wealth Management
Connecticut
$318K +$309K +1,640 New
PP
180
PDT Partners
New York
$311K +$302K +1,600 New
AAS
181
Avantax Advisory Services
Texas
$310K +$300K +1,592 New
CB
182
Commerce Bank
Missouri
$305K -$155K -822 -34%
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$305K -$76.5K -406 -21%
PA
184
Profund Advisors
Maryland
$305K +$14.3K +76 +5%
SDIC
185
South Dakota Investment Council
South Dakota
$293K
CAM
186
Congress Asset Management
Massachusetts
$292K
SCM
187
Stonebridge Capital Management
California
$291K
Creative Planning
188
Creative Planning
Kansas
$288K +$754 +4 +0.3%
RHJA
189
Rice Hall James & Associates
California
$282K
Baird Financial Group
190
Baird Financial Group
Wisconsin
$276K -$37.7K -200 -12%
CIM
191
CIM Investment Management
Pennsylvania
$272K -$207K -1,097 -44%
CBT
192
Capital Bank & Trust
California
$272K
HSBC Holdings
193
HSBC Holdings
United Kingdom
$268K +$260K +1,379 New
RWP
194
RWA Wealth Partners
Massachusetts
$266K
First Manhattan
195
First Manhattan
New York
$262K
MFG
196
Magnus Financial Group
New York
$261K
SPC
197
Sigma Planning Corp
Michigan
$258K -$45.2K -240 -15%
CCM
198
Coldstream Capital Management
Washington
$252K -$6.22K -33 -2%
NL
199
NWAM LLC
Washington
$252K
AI
200
Atria Investments
North Carolina
$251K +$244K +1,293 New