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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
551
MassMutual Private Wealth & Trust
Connecticut
$50.4K +$48.3K +512 New
LCM
552
Laurion Capital Management
New York
$49K +$47.2K +500 New
DSI
553
Daiwa SB Investments
Japan
$46K +$9.43K +100 +27%
Carson Wealth (CWM LLC)
554
Carson Wealth (CWM LLC)
Nebraska
$43K +$29.3K +311 +253%
OIA
555
OneDigital Investment Advisors
Kansas
$40K -$35.8K -379 -48%
RFA
556
Reilly Financial Advisors
California
$40K – – –
CAW
557
Cornerstone Advisors (Washington)
Washington
$37K – – –
FHA
558
First Horizon Advisors
Tennessee
$32K – – –
AWM
559
AllSquare Wealth Management
New York
$29K +$28K +297 New
SSB
560
Sandy Spring Bank
Maryland
$25K -$33K -350 -58%
BC
561
Barnett & Company
Tennessee
$25K -$14.2K -150 -38%
PFBT
562
Parkside Financial Bank & Trust
Missouri
$25K – – –
CCM
563
Cribstone Capital Management
Maine
$25K +$1.6K +17 +7%
CHP
564
Cable Hill Partners
Oregon
$23K – – –
BL
565
Balentine LLC
Georgia
$21K – – –
SIAS
566
Shine Investment Advisory Services
Colorado
$21K – – –
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$21K +$2.26K +24 +13%
WWM
568
Willingdon Wealth Management
North Carolina
$21K +$19.7K +209 New
QCG
569
Quadrant Capital Group
Ohio
$17K – – –
GRP
570
Global Retirement Partners
California
$17K +$94 +1 +0.6%
GBT
571
Grove Bank & Trust
Florida
$13K – – –
TSW
572
Thompson Siegel & Walmsley
Virginia
$12K – – –
AIL
573
AGF Investments LLC
Ontario, Canada
$11K – – –
LWM
574
Lenox Wealth Management
Ohio
$11K – – –
WIM
575
Westside Investment Management
California
$10K – – –