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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
226
Caldwell Sutter Capital
California
$33K
AF
227
Allworth Financial
California
$31.3K +$23.5K +1,203 +199%
NS
228
NBC Securities
Alabama
$31K +$35.5K +1,816 New
BWM
229
Baystate Wealth Management
Massachusetts
$30.6K +$450 +23 +1%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$28.7K -$43.1K -2,205 -57%
FFL
231
Financial Freedom LLC
Ohio
$27.3K +$411 +21 +1%
MA
232
Montag & Associates
Georgia
$26K
GJIA
233
Glass Jacobson Investment Advisors
Maryland
$25.9K
PO
234
Private Ocean
California
$24.6K
MHR
235
Matthew Hamilton Rosenberg
$23.6K
CSPIA
236
Cary Street Partners Investment Advisory
Virginia
$20.8K -$3.19K -163 -12%
WTA
237
Washington Trust Advisors
Massachusetts
$20.8K
HPC
238
HM Payson & Co
Maine
$20.6K
BTI
239
Blue Trust Inc
Georgia
$19K +$10.8K +552 +164%
OIA
240
Optimum Investment Advisors
Illinois
$18K
JEST
241
JTC Employer Solutions Trustee
Jersey
$18K
VCM
242
Versant Capital Management
Arizona
$13.9K
SWA
243
SOA Wealth Advisors
New York
$13.6K
PTC
244
Private Trust Company
Ohio
$13.4K -$14.5K -741 -49%
EWA
245
EverSource Wealth Advisors
Alabama
$13.1K -$548 -28 -4%
MMG
246
Monetary Management Group
Missouri
$13K
HIA
247
Harbor Investment Advisory
Maryland
$11K
EBA
248
Eagle Bay Advisors
New York
$10.2K +$724 +37 +7%
JWA
249
JFS Wealth Advisors
Pennsylvania
$9.8K +$469 +24 +4%
TWM
250
Tradition Wealth Management
Minnesota
$9K