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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
201
Carroll Financial Associates
North Carolina
$40K +$1.8K +43 +4%
BWM
202
BerganKDV Wealth Management
Minnesota
$39K
WAM
203
Wolverine Asset Management
Illinois
$39K
EW
204
Evoke Wealth
California
$39K +$41.9K +1,000 New
FP
205
Financial Perspectives
Minnesota
$30K
CMA
206
Cedar Mountain Advisors
Oregon
$30K
PCG
207
Private Capital Group
Connecticut
$27K -$10.9K -260 -27%
FPS
208
Fieldpoint Private Securities
Connecticut
$25K
FHA
209
First Horizon Advisors
Tennessee
$25K +$5.07K +121 +23%
DAM
210
Delta Asset Management
Tennessee
$23K
GWM
211
Geneos Wealth Management
Colorado
$23K
MAM
212
Meeder Asset Management
Ohio
$23K +$3.81K +91 +19%
PGAM
213
Princeton Global Asset Management
New Jersey
$20K
NICM
214
Neo Ivy Capital Management
New York
$20K +$23.5K +560 New
AWA
215
Arkadios Wealth Advisors
Georgia
$19K -$4.19K -100 -17%
TSW
216
Thompson Siegel & Walmsley
Virginia
$18K
Simplex Trading
217
Simplex Trading
Illinois
$17K
CTC
218
Central Trust Company
Missouri
$16K
TWA
219
TCI Wealth Advisors
Arizona
$16K +$2.81K +67 +19%
BU
220
BBVA USA
Alabama
$12K
Bessemer Group
221
Bessemer Group
New Jersey
$12K
SIM
222
Sonora Investment Management
Arizona
$12K
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$11K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$11K +$3.64K +87 +48%
PO
225
Private Ocean
California
$10K