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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$11K
AF
227
Allworth Financial
California
$10K
EG
228
Enstar Group
Bermuda
$10K
GWS
229
Glassman Wealth Services
Virginia
$9K +$786 +77 +9%
FWM
230
Focused Wealth Management
New York
$8K
HWA
231
HHM Wealth Advisors
Tennessee
$7K
Federated Hermes
232
Federated Hermes
Pennsylvania
$7K +$1.61K +158 +28%
WT
233
Washington Trust
Rhode Island
$7K +$7.29K +714 New
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$7K +$7.78K +762 New
GAM
235
Gemmer Asset Management
California
$6K
PB
236
Pinnacle Bancorp
Nebraska
$6K
LWCFA
237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$5.9K +578 New
KFP
238
KB Financial Partners
New Jersey
$6K +$6.32K +619 New
FCA
239
FinTrust Capital Advisors
South Carolina
$5K -$7.53K -737 -57%
FMP
240
Financial Management Professionals
Texas
$4K +$1.54K +151 +50%
ASN
241
Advisory Services Network
Georgia
$4K +$4.95K +485 New
EWM
242
Endurance Wealth Management
Rhode Island
$3K
ME
243
McIlrath & Eck
Washington
$3K
NFG
244
Next Financial Group
Texas
$2K -$1.87K -183 -52%
BC
245
Bartlett & Co
Ohio
$2K
GRP
246
Global Retirement Partners
California
$2K
HI
247
Harbour Investments
Wisconsin
$2K
CA
248
Clearstead Advisors
Ohio
$2K +$1.86K +182 New
FHA
249
First Horizon Advisors
Tennessee
$2K +$1.87K +183 +121%
BBHC
250
Brown Brothers Harriman & Co
New York
$2K +$2.2K +215 New