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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
251
Csenge Advisory Group
Florida
$218K +$216K +11,214 New
WH
252
Whitcomb & Hess
Ohio
$213K +$5.58K +290 +3%
Lazard Asset Management
253
Lazard Asset Management
New York
$210K +$70K +3,638 +50%
SSWM
254
Smith Salley Wealth Management
North Carolina
$207K +$204K +10,625 New
Prudential Financial
255
Prudential Financial
New Jersey
$206K +$3.23K +168 +2%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$202K +$35.3K +1,834 +21%
EFG
257
Everhart Financial Group
Ohio
$200K
PA
258
Pinnacle Associates
New York
$196K
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$194K +$105K +5,439 +120%
LIM
260
Longfellow Investment Management
Massachusetts
$189K +$187K +9,691 New
DekaBank Deutsche Girozentrale
261
DekaBank Deutsche Girozentrale
Germany
$140K
PHK
262
Point72 Hong Kong
Hong Kong
$133K +$131K +6,807 New
SAM
263
S.A. Mason
Michigan
$132K -$13.5K -700 -9%
C
264
Covestor
United Kingdom
$103K +$4.83K +251 +5%
FCA
265
FinTrust Capital Advisors
South Carolina
$100K
RFS
266
Richardson Financial Services
Massachusetts
$99.2K +$98K +5,090 New
SAM
267
Shell Asset Management
Netherlands
$98K -$28.6K -1,487 -23%
AF
268
Allworth Financial
California
$90.7K +$2.19K +114 +3%
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.9K +$84.9K +4,410 New
SOW
270
State of Wyoming
Wyoming
$85.4K +$28.5K +1,479 +51%
IA
271
IFP Advisors
Florida
$80.1K -$2.79K -145 -3%
PBK
272
Peoples Bank (Kansas)
Kansas
$71.6K
Russell Investments Group
273
Russell Investments Group
United Kingdom
$62.7K +$11.3K +586 +22%
HIA
274
Harbor Investment Advisory
Maryland
$59.4K
AAM
275
Advisors Asset Management
Colorado
$58.9K -$1.19K -62 -2%