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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
276
Sage Mountain Advisors
Georgia
$158K
SCP
277
Sivia Capital Partners
California
$152K -$8.62K -665 -5%
C
278
Certuity
Florida
$152K +$14.7K +1,134 +11%
WA
279
Wealth Alliance
New York
$149K +$146K +11,241 New
PNC
280
Park National Corp
Ohio
$149K -$12.1K -931 -8%
MWM
281
Modera Wealth Management
New Jersey
$146K -$24K -1,851 -14%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$146K +$63.8K +4,925 +81%
DWM
283
Drive Wealth Management
Utah
$144K +$4.77K +368 +4%
Invesco
284
Invesco
Georgia
$143K -$238K -18,371 -63%
CH
285
Cromwell Holdings
Wyoming
$142K
PP
286
PDS Planning
Ohio
$141K +$138K +10,636 New
ET
287
Entropy Technologies
New York
$141K +$138K +10,633 New
Cambridge Investment Research Advisors
288
Cambridge Investment Research Advisors
Iowa
$141K +$3.62K +279 +3%
CWG
289
Cornerstone Wealth Group
North Carolina
$141K +$609 +47 +0.4%
CCM
290
Coldstream Capital Management
Washington
$140K +$3.36K +259 +3%
GWM
291
Geneos Wealth Management
Colorado
$139K -$933 -72 -0.7%
WPC
292
Wedmont Private Capital
Pennsylvania
$139K +$1.62K +125 +1%
HWM
293
HB Wealth Management
Georgia
$138K +$134K +10,351 New
WE
294
Wealth Effects
Massachusetts
$133K
WSFS
295
Wilmington Savings Fund Society
Delaware
$130K -$1.21K -93 -0.9%
LC
296
Lindbrook Capital
California
$126K +$8.73K +674 +8%
WA
297
Whipplewood Advisors
Colorado
$120K +$117K +9,003 New
HNB
298
Huntington National Bank
Ohio
$119K +$44.5K +3,437 +63%
PP
299
Pingora Partners
Wyoming
$118K -$15.5K -1,200 -12%
GBT
300
Grove Bank & Trust
Florida
$111K -$5.66K -437 -5%