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Name Holding Trade Value Shares
Change
Change in
Stake
LNB
151
Ledyard National Bank
$43K
CA
152
Claro Advisors
Massachusetts
$39K +$35K +7,166 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$38K -$53.5K -10,965 -53%
SSB
154
Sandy Spring Bank
Maryland
$37K
QCG
155
Quadrant Capital Group
Ohio
$35K -$45.5K -9,335 -49%
GT
156
Glenmede Trust
Pennsylvania
$34K -$12K -2,452 -22%
DWM
157
Destination Wealth Management
California
$34K
CFA
158
Carroll Financial Associates
North Carolina
$32K
LWA
159
Lenox Wealth Advisors
New York
$30K
SHJ
160
Sharkey, Howes & Javer
Colorado
$25K
MOS
161
MGO One Seven
Ohio
$25K +$30.6K +6,277 New
LFA
162
Legacy Financial Advisors
Kentucky
$23K
GWM
163
Geneos Wealth Management
Colorado
$23K +$571 +117 +2%
CFG
164
CKW Financial Group
Hawaii
$22K
FCA
165
FinTrust Capital Advisors
South Carolina
$22K +$27.5K +5,645 New
EI
166
Ellevest Inc
New York
$20K +$4.44K +911 New
ME
167
McIlrath & Eck
Washington
$19K
Fidelity Investments
168
Fidelity Investments
Massachusetts
$18K -$3.6K -738 -14%
HNB
169
Huntington National Bank
Ohio
$18K
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$17K -$49K -10,045 -70%
WT
171
Whittier Trust
California
$17K +$19.3K +3,953 +971%
CCM
172
Covington Capital Management
California
$16K +$19.4K +3,969 New
LC
173
Lindbrook Capital
California
$16K +$20.4K +4,173 New
IA
174
IFP Advisors
Florida
$15K -$12.3K -2,522 -40%
JP Morgan Chase
175
JP Morgan Chase
New York
$15K +$307 +63 +2%