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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
251
Cullen/Frost Bankers
Texas
$26K
Franklin Resources
252
Franklin Resources
California
$20K -$93.1K -1,388 -81%
CFGS
253
Concourse Financial Group Securities
Alabama
$20K +$1.27K +19 +6%
MIFH
254
Migdal Insurance & Financial Holdings
Israel
$18K -$1.68K -25 -8%
GA
255
GoalVest Advisory
New York
$18K
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$17K -$53.6K -799 -74%
FCA
257
FinTrust Capital Advisors
South Carolina
$17K
LC
258
Lindbrook Capital
California
$17K +$13.4K +200 +230%
EI
259
Ellevest Inc
New York
$16K -$32.7K -487 -65%
HI
260
Harbour Investments
Wisconsin
$15K
OA
261
Operose Advisors
Wisconsin
$15K
HIIFS
262
Harel Insurance Investments & Financial Services
Israel
$14K -$738 -11 -5%
SSB
263
Sandy Spring Bank
Maryland
$13K
APA
264
American Portfolios Advisors
New York
$12.9K
BBHC
265
Brown Brothers Harriman & Co
New York
$10K +$11.6K +173 New
C
266
Covestor
United Kingdom
$9K +$201 +3 +2%
AFS
267
Annapolis Financial Services
Maryland
$9K +$10.4K +155 New
EC
268
Elequin Capital
New York
$8K -$8.05K -120 -47%
PTC
269
Private Trust Company
Ohio
$8K
RA
270
Rise Advisors
New York
$7K
TWA
271
TCI Wealth Advisors
Arizona
$7K +$335 +5 +4%
PCA
272
Providence Capital Advisors
North Carolina
$6K
PFPT
273
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K +$7.04K +105 New
ACM
274
Absolute Capital Management
Pennsylvania
$5.53K +$6.17K +92 New
PI
275
PineBridge Investments
New York
$5K