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Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
751
UBS AM
Illinois
$138K -$4.77K -157 -3%
SIM
752
Sonora Investment Management
Arizona
$135K -$2.46K -81 -2%
IWM
753
IHT Wealth Management
Illinois
$135K +$22K +724 +19%
AF
754
Allworth Financial
California
$134K -$2.43K -80 -2%
DOA
755
D'Orazio & Associates
Virginia
$133K -$2.4K -79 -2%
WAM
756
Wolverine Asset Management
Illinois
$128K -$2.34K -77 -2%
PNAA
757
Pictet North America Advisors
Switzerland
$128K +$777K +25,573 New
AssetMark Inc
758
AssetMark Inc
California
$125K -$2.37M -78,028 -95%
VIMU
759
Veritas Investment Management (UK)
United Kingdom
$121K -$1.18M -38,826 -91%
APSP
760
Asset Planning Services (Pennsylvania)
Pennsylvania
$118K -$2.13K -70 -2%
LNB
761
Ledyard National Bank
$116K -$2.1K -69 -2%
WTB
762
Washington Trust Bank
Washington
$115K -$2.07K -68 -2%
CAG
763
Crestwood Advisors Group
Massachusetts
$115K +$115K +3,784 New
AIM
764
Arcadia Investment Management
Michigan
$114K -$2.07K -68 -2%
Toronto Dominion Bank
765
Toronto Dominion Bank
Ontario, Canada
$113K -$2.04K -67 -2%
WP
766
WealthPLAN Partners
Nebraska
$106K +$107K +3,515 New
TAM
767
Trust Asset Management
Texas
$106K -$1.92K -63 -2%
AIM
768
Anchor Investment Management
South Carolina
$104K -$1.89K -62 -2%
FNB
769
Farmers National Bank
Kentucky
$102K -$7.75K -255 -7%
BWA
770
Burt Wealth Advisors
Maryland
$101K -$14.3K -469 -12%
PFBT
771
Parkside Financial Bank & Trust
Missouri
$100K +$47.4K +1,559 +89%
KF
772
Krilogy Financial
Missouri
$96K -$1.61K -53 -2%
RFWA
773
RPg Family Wealth Advisory
Massachusetts
$94.6K +$3.59K +118 +4%
Carson Wealth (CWM LLC)
774
Carson Wealth (CWM LLC)
Nebraska
$90K -$13.9K -458 -13%
Thrivent Financial for Lutherans
775
Thrivent Financial for Lutherans
Minnesota
$90K -$1.46K -48 -2%