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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Tradewinds Capital Management
Washington
$5K -$986 -25 -17%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$5K
DSC
403
Duncker Streett & Co
Missouri
$5K
KAS
404
Kemnay Advisory Services
New York
$5K
RFM
405
Royal Fund Management
Florida
$5K
VWA
406
V Wealth Advisors
Kansas
$5K +$4.89K +124 New
RWM
407
Raffa Wealth Management
District of Columbia
$4.02K
AssetMark Inc
408
AssetMark Inc
California
$4K -$355 -9 -7%
BAM
409
Barrett Asset Management
New York
$4K
CPA
410
Cowen Prime Advisors
New York
$4K
DOA
411
D'Orazio & Associates
Virginia
$4K
FIB
412
First Interstate Bank
Montana
$4K
HR
413
Howe & Rusling
New York
$4K
LNB
414
Ledyard National Bank
$4K
PCTC
415
Perkins Coie Trust Company
Washington
$4K
IUHSA
416
Itau Unibanco Holding S.A.
Brazil
$4K +$3.94K +100 New
GEA
417
Glen Eagle Advisors
New Jersey
$3.79K
BL
418
Balentine LLC
Georgia
$3K
BTIS
419
BB&T Investment Services
North Carolina
$3K
HWM
420
Holloway Wealth Management
Florida
$3K
MRCM
421
M&R Capital Management
New Jersey
$3K
PA
422
Parallel Advisors
California
$3K
PG
423
Patten Group
Tennessee
$3K
TSW
424
Thompson Siegel & Walmsley
Virginia
$3K
PK
425
Pflug Koory
Nebraska
$3K +$1.58K +40 +80%