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Name Holding Trade Value Shares
Change
Change in
Stake
LC
251
Lindbrook Capital
California
$12K +$579 +202 +5%
HNB
252
Huntington National Bank
Ohio
$12K +$2K +698 +20%
SPIA
253
Steward Partners Investment Advisory
New York
$11K -$5.75K -2,006 -35%
BBHC
254
Brown Brothers Harriman & Co
New York
$11K +$10.8K +3,785 New
POIA
255
Pin Oak Investment Advisors
Texas
$10K – – –
CFA
256
Carroll Financial Associates
North Carolina
$9K – – –
ACM
257
Aquatic Capital Management
Illinois
$9K +$9.46K +3,300 New
EWA
258
EverSource Wealth Advisors
Alabama
$8K +$8.69K +3,034 New
ST
259
Sageworth Trust
Pennsylvania
$7K -$22.8K -7,972 -77%
FPS
260
Fieldpoint Private Securities
Connecticut
$7K -$3.92K -1,370 -35%
WWM
261
Wolff Wiese Magana
California
$7K – – –
OIS
262
Okabena Investment Services
Minnesota
$7K +$7.01K +2,446 New
FCA
263
FinTrust Capital Advisors
South Carolina
$6K – – –
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.63K +1,965 New
BWM
265
BerganKDV Wealth Management
Minnesota
$5K -$14.1K -4,905 -74%
WT
266
Whittier Trust
California
$5K – – –
GI
267
Gradient Investments
Minnesota
$4K – – –
BWL
268
Bogart Wealth LLC
Virginia
$2K – – –
HCP
269
Hexagon Capital Partners
Arkansas
$2K – – –
PCG
270
Private Capital Group
Connecticut
$2K – – –
SOW
271
State of Wyoming
Wyoming
$2K +$54 +19 +2%
GAM
272
Gemmer Asset Management
California
$2K +$261 +91 +20%
FAG
273
Fortitude Advisory Group
Washington
$2K +$1.71K +596 New
BFG
274
Baron Financial Group
New Jersey
$1.06K – – –
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$544 -190 -50%