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Name Holding Trade Value Shares
Change
Change in
Stake
FC
476
Ferris Capital
Massachusetts
$9K +$9.33K +168 New
HCM
477
Highlander Capital Management
New Jersey
$8K – – –
PWM
478
Perigon Wealth Management
California
$8K – – –
HR
479
Howe & Rusling
New York
$7K -$8.27K -149 -55%
NA
480
NewEdge Advisors
Louisiana
$6.1K +$6.27K +113 New
FWM
481
Focused Wealth Management
New York
$6K – – –
HWM
482
Holloway Wealth Management
Florida
$6K – – –
LA
483
Legacy Advisors
Pennsylvania
$6K – – –
TWA
484
TCI Wealth Advisors
Arizona
$6K – – –
DSI
485
Daiwa SB Investments
Japan
$6K +$6.11K +110 New
DBT
486
Dubuque Bank & Trust
Iowa
$5K – – –
EA
487
Edge Advisors
Georgia
$5K – – –
GI
488
Gradient Investments
Minnesota
$5K – – –
SWA
489
Sutton Wealth Advisors
Florida
$4.76K – – –
ZB
490
Zions Bancorporation
Utah
$4K -$1.44K -26 -28%
PCP
491
Proficio Capital Partners
Massachusetts
$4K – – –
WB
492
Webster Bank
Connecticut
$4K – – –
TFO
493
Tarbox Family Office
California
$3K – – –
WEC
494
Winslow Evans & Crocker
Massachusetts
$2.46K -$56 -1 -2%
CAW
495
Cornerstone Advisors (Washington)
Washington
$2K – – –
DSN
496
D. Scott Neal
Kentucky
$2K – – –
MLFP
497
MPS Loria Financial Planners
Illinois
$2K +$2.22K +40 New
Boston Partners
498
Boston Partners
Massachusetts
– -$134M -2,452,470 Closed
CIBC World Market
499
CIBC World Market
Ontario, Canada
– -$21.8M -400,000 Closed
PC
500
PointState Capital
New York
– -$10M -183,500 Closed