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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
301
Wealthspire Advisors (Maryland)
Maryland
$13K +$2.76K +18 +23%
M
302
MOTCO
Texas
$13K +$15.4K +100 New
ZB
303
Zions Bancorporation
Utah
$11K
QAM
304
QCI Asset Management
New York
$10K
WTB
305
Washington Trust Bank
Washington
$9K -$12.3K -80 -53%
MWM
306
MinichMacGregor Wealth Management
New York
$8K
BC
307
Bartlett & Co
Ohio
$5K
DAM
308
Delta Asset Management
Tennessee
$5K
ASN
309
Advisory Services Network
Georgia
$5K +$5.37K +35 New
AF
310
Allworth Financial
California
$5K +$6.14K +40 New
GI
311
Gradient Investments
Minnesota
$4K -$15.4K -100 -75%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$3K
BBHC
313
Brown Brothers Harriman & Co
New York
$3K
GAM
314
Gemmer Asset Management
California
$3K
1832 Asset Management
315
1832 Asset Management
Ontario, Canada
$3K +$3.84K +25 New
TC
316
Trust Company
Kansas
$3K +$3.84K +25 New
S
317
SignatureFD
Georgia
$2K -$37K -241 -95%
DPA
318
Delphi Private Advisors
California
$2K
AC
319
Alexandria Capital
Virginia
$2K +$1.84K +12 New
JFA
320
JNBA Financial Advisors
Minnesota
$2K +$2.15K +14 New
PMFA
321
Plante Moran Financial Advisors
Michigan
$1K
AIM
322
Advantage Investment Management
Iowa
$1K +$921 +6 New
Fidelity Investments
323
Fidelity Investments
Massachusetts
-$62.8M -366,455 Closed
EAM
324
Eagle Asset Management
Florida
-$50.9M -296,630 Closed
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
-$19.7M -115,083 Closed