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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wolverine Asset Management
Illinois
$69K +$59.1K +3,368 New
1W
227
1776 Wealth
Georgia
$66K -$56.2K -3,200 -50%
VFA
228
Valeo Financial Advisors
Indiana
$57K
EW
229
Evoke Wealth
California
$56K
SFS
230
Sowell Financial Services
Arkansas
$53K -$36.3K -2,069 -45%
NG
231
NWK Group
California
$50K
WT
232
Whittier Trust
California
$50K
US Bancorp
233
US Bancorp
Minnesota
$49K +$88 +5 +0.2%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.7K
BC
235
Bartlett & Co
Ohio
$42K
BFEC
236
Benjamin F. Edwards & Company
Missouri
$42K +$6.53K +372 +23%
WR
237
Watson Rebecca
$42K +$35.1K +2,000 New
CMBA
238
C.M. Bidwell & Associates
Hawaii
$42K +$35.5K +2,020 New
BCWM
239
Bartlett & Co Wealth Management
Ohio
$41.5K
CIA
240
CSat Investment Advisory
Michigan
$41K
TCOV
241
Trust Company of Vermont
Vermont
$33K
EWM
242
Edge Wealth Management
New York
$29K
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$27K +$351 +20 +2%
MLFP
244
MPS Loria Financial Planners
Illinois
$26K +$22K +1,252 New
LWM
245
Lenox Wealth Management
Ohio
$21K
NSIM
246
North Star Investment Management
Illinois
$21K
PCM
247
Prelude Capital Management
New York
$20K -$258K -14,691 -94%
GWM
248
Geneos Wealth Management
Colorado
$20K
TPWA
249
TRUE Private Wealth Advisors
Oregon
$20K +$17.6K +1,000 New
WIM
250
Westside Investment Management
California
$10.4K -$2.53K -144 -11%