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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Aevitas Wealth Management
Massachusetts
$8K – – –
PFBT
277
Parkside Financial Bank & Trust
Missouri
$8K – – –
ESB
278
Essex Savings Bank
Connecticut
$8K +$2.4K +523 +42%
LB
279
Legacy Bridge
Iowa
$8K +$8.27K +1,801 New
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$7K -$26.1K -5,686 -74%
FHA
281
First Horizon Advisors
Tennessee
$7K -$675 -147 -7%
SIAS
282
Shine Investment Advisory Services
Colorado
$7K +$3.17K +690 +72%
FGAM
283
Financial Gravity Asset Management
Texas
$6K +$6.21K +1,353 New
GI
284
Gradient Investments
Minnesota
$5K -$2.3K -500 -30%
LC
285
Lindbrook Capital
California
$5K – – –
MSA
286
Marino Stram & Associates
Massachusetts
$5K +$1.98K +432 +63%
CAW
287
Cornerstone Advisors (Washington)
Washington
$5K +$2.73K +595 +93%
PFO
288
Pathstone Family Office
New Jersey
$5K +$5.22K +1,136 New
AIM
289
Anchor Investment Management
South Carolina
$4.3K – – –
BWM
290
BerganKDV Wealth Management
Minnesota
$4K – – –
BBNA
291
Bremer Bank National Association
Minnesota
$4K +$3.79K +825 New
TCM
292
Tradewinds Capital Management
Washington
$4K +$4.79K +1,044 New
RE
293
RBC Europe
United Kingdom
$3.4K – – –
ZB
294
Zions Bancorporation
Utah
$3K -$3.38K -735 -48%
VFA
295
Valeo Financial Advisors
Indiana
$3K -$1.77K -385 -35%
NFG
296
Next Financial Group
Texas
$3K – – –
AIA
297
Alera Investment Advisors
Illinois
$3K +$101 +22 +3%
NFH
298
NEXT Financial Holdings
Texas
$3K +$3.1K +675 New
LFA
299
Legacy Financial Advisors
Kentucky
$2K -$9.6K -2,089 -80%
FHB
300
First Hawaiian Bank
Hawaii
$2K – – –