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Name Holding Trade Value Shares
Change
Change in
Stake
MI
301
Markston International
New York
$12K
FWM
302
Focused Wealth Management
New York
$12K +$21 +1 +0.2%
CAW
303
Cornerstone Advisors (Washington)
Washington
$11K
ARMC
304
American Research & Management Company
Massachusetts
$10K -$287 -14 -3%
FHA
305
First Horizon Advisors
Tennessee
$10K
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$9K
AIL
307
AGF Investments LLC
Ontario, Canada
$9K +$8.29K +404 New
BIG
308
Bellwether Investment Group
Tennessee
$9K +$8.4K +409 New
CFA
309
CT Financial Advisors
Pennsylvania
$8.44K -$5.61K -273 -42%
CGT
310
Capital Guardian Trust
California
$8K -$21 -1 -0.3%
OFW
311
Omnia Family Wealth
Florida
$8K +$7.04K +343 New
PG
312
PEAK6 Group
Illinois
$7K -$1.09M -53,320 -99%
JCM
313
Jacobi Capital Management
Pennsylvania
$7K -$11.7K -570 -66%
WA
314
WFG Advisors
Texas
$7K -$1.07K -52 -14%
MSFP
315
Mark Sheptoff Financial Planning
Connecticut
$7K
TF
316
Tompkins Financial
New York
$7K
VFA
317
Virtus Fund Advisers
Connecticut
$7K
OC
318
Oakworth Capital
Alabama
$7K +$4.52K +220 +275%
ADL
319
Asset Dedication LLC
California
$6K -$62 -3 -0.9%
EWM
320
Endurance Wealth Management
Rhode Island
$6K
HR
321
Howe & Rusling
New York
$6K
KKAMG
322
Kernodle & Katon Asset Management Group
Arkansas
$6K
SBL
323
Sargent Bickham Lagudis
Colorado
$6K +$3.26K +159 +120%
LJHT
324
Laurie J. Hall Trustee
$6K +$5.63K +274 New
CFA
325
Carroll Financial Associates
North Carolina
$5K -$2.75K -134 -35%