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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$4K -$2.4K -190 -39%
LWM
302
Lenox Wealth Management
Ohio
$4K – – –
LC
303
Lindbrook Capital
California
$4K – – –
OC
304
Oakworth Capital
Alabama
$4K – – –
RWA
305
Ropes Wealth Advisors
Massachusetts
$4K – – –
SA
306
SRH Advisors
Kansas
$4K – – –
SBL
307
Sargent Bickham Lagudis
Colorado
$4K +$25 +2 +0.7%
CFG
308
Citizens Financial Group
Rhode Island
$4K +$379 +30 +15%
TPWA
309
TRUE Private Wealth Advisors
Oregon
$4K +$2.02K +160 +127%
GI
310
Gradient Investments
Minnesota
$3K -$4.74K -375 -63%
FHA
311
Flagship Harbor Advisors
Massachusetts
$3K -$670 -53 -17%
CFA
312
Carroll Financial Associates
North Carolina
$3K -$38 -3 -1%
DCM
313
Davis Capital Management
Florida
$3K – – –
VRM
314
Vectors Research Management
New York
$3K – – –
HGWM
315
Harvest Group Wealth Management
Massachusetts
$3K +$291 +23 +13%
MLFP
316
MPS Loria Financial Planners
Illinois
$3K +$2.11K +167 New
Lazard Asset Management
317
Lazard Asset Management
New York
$3K +$2.6K +206 New
CT
318
Caldwell Trust
Florida
$2.84K -$2.53K -200 -52%
TPCW
319
TD Private Client Wealth
New York
$2.61K -$354 -28 -14%
APA
320
American Portfolios Advisors
New York
$2.53K -$202 -16 -9%
BDWM
321
Brewin Dolphin Wealth Management
Ireland
$2.27K – – –
BCA
322
Berman Capital Advisors
Georgia
$2K -$5.53K -437 -77%
HPC
323
HM Payson & Co
Maine
$2K -$5.06K -400 -80%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$2K -$3.21K -254 -69%
VFA
325
Valeo Financial Advisors
Indiana
$2K -$1.28K -101 -46%