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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
976
Carson Wealth (CWM LLC)
Nebraska
$27K +$14.2K +48 +100%
BIG
977
Bellwether Investment Group
Tennessee
$24K +$25.2K +85 New
PCFFS
978
Pacific Center for Financial Services
California
$22K +$22.8K +77 New
BWA
979
Burt Wealth Advisors
Maryland
$21K – – –
VNA
980
Valley National Advisers
Pennsylvania
$21K – – –
KT
981
Kanaly Trust
Texas
$20K – – –
PA
982
Perennial Advisors
New York
$20K +$20.8K +70 New
GRP
983
Global Retirement Partners
California
$20K +$21K +71 New
SIM
984
Sonora Investment Management
Arizona
$19.3K +$14.8K +50 +278%
CCM
985
Cribstone Capital Management
Maine
$18K – – –
AW
986
Alpha Windward
Massachusetts
$18K +$5.63K +19 +42%
DBT
987
Dubuque Bank & Trust
Iowa
$17K – – –
MIFH
988
Migdal Insurance & Financial Holdings
Israel
$17K +$17.5K +59 New
ACS
989
Archford Capital Strategies
Illinois
$15K – – –
FMTCOCP
990
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14.2K +$14.8K +50 New
MUS
991
Mitsubishi UFJ Securities
Japan
$14K -$196K -660 -93%
GBBWRPM
992
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K -$46.5K -157 -77%
HR
993
Howe & Rusling
New York
$14K – – –
PFS
994
Physicians Financial Services
North Carolina
$14K – – –
MCM
995
MV Capital Management
Maryland
$13K – – –
PFGIA
996
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$13.6K +46 New
AA
997
Apriem Advisors
California
$12K +$5.04K +17 +68%
ST
998
Smithfield Trust
Pennsylvania
$11K -$46.8K -158 -80%
ANBT
999
American National Bank & Trust
Texas
$11K +$296 +1 +3%
OFW
1000
Omnia Family Wealth
Florida
$11K +$11.6K +39 New