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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
201
Sargent Bickham Lagudis
Colorado
$7K
VRM
202
Vectors Research Management
New York
$7K
CFB
203
Cullen/Frost Bankers
Texas
$6K +$987 +22 +22%
PA
204
Parallel Advisors
California
$6K +$987 +22 +20%
FPS
205
Fieldpoint Private Securities
Connecticut
$6K +$5.16K +115 +767%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.74K +128 New
IA
207
IFP Advisors
Florida
$5K -$25.4K -567 -85%
IFAM
208
Institutional & Family Asset Management
Colorado
$5K
RE
209
RBC Europe
United Kingdom
$5K +$3.54K +79 +247%
ST
210
Sageworth Trust
Pennsylvania
$4K -$13.5K -300 -77%
SSB
211
Sandy Spring Bank
Maryland
$4K
GWM
212
Geneos Wealth Management
Colorado
$3K -$11K -246 -80%
FFA
213
Freedman Financial Associates
Massachusetts
$3K
HFM
214
Hartford Financial Management
Connecticut
$3K
JFA
215
JNBA Financial Advisors
Minnesota
$3K
BWA
216
BDO Wealth Advisors
Florida
$3K +$807 +18 +38%
EWA
217
EverSource Wealth Advisors
Alabama
$3K +$2.87K +64 New
SCA
218
Snowden Capital Advisors
New York
$3K +$3K +67 New
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.3K
CFFP
220
Center for Financial Planning
Michigan
$2K -$45 -1 -2%
AF
221
Advisornet Financial
Minnesota
$2K
RTC
222
Riverview Trust Company
Washington
$2K
WAS
223
Winch Advisory Services
Wisconsin
$2K
HNB
224
Huntington National Bank
Ohio
$2K +$45 +1 +3%
CFA
225
Carroll Financial Associates
North Carolina
$2K +$718 +16 +57%