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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
176
Sandy Spring Bank
Maryland
$3.57K – – –
Global Retirement Partners
177
Global Retirement Partners
California
$3.42K – – –
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$3.24K -$1.23K -275 -23%
CG
179
Cutler Group
California
$3K +$4.18K +938 New
Legacy Financial Group (Iowa)
180
Legacy Financial Group (Iowa)
Iowa
$2.93K +$3.41K +765 New
GIA
181
GHP Investment Advisors
Colorado
$2.93K -$5.07K -1,138 -60%
US Bancorp
182
US Bancorp
Minnesota
$2.2K -$17.8K -4,000 -87%
Bogart Wealth LLC
183
Bogart Wealth LLC
Virginia
$2.2K +$2.56K +575 New
Bartlett & Co
184
Bartlett & Co
Ohio
$2K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Blue Trust Inc
186
Blue Trust Inc
Georgia
$2K +$699 +157 +46%
Allworth Financial
187
Allworth Financial
California
$1.92K -$365 -82 -14%
Bartlett & Co Wealth Management
188
Bartlett & Co Wealth Management
Ohio
$1.92K – – –
First Manhattan
189
First Manhattan
New York
$1.92K – – –
Clearstead Advisors
190
Clearstead Advisors
Ohio
$1.65K – – –
AT
191
Avalon Trust
New Mexico
$1.38K – – –
BBPWM
192
Blue Bell Private Wealth Management
Pennsylvania
$1.15K – – –
NSIM
193
North Star Investment Management
Illinois
$1.15K – – –
CA
194
Centerpoint Advisors
Massachusetts
$1K – – –
APC
195
Aspire Private Capital
North Carolina
$766 – – –
BONH
196
Bank of New Hampshire
New Hampshire
$716 – – –
IA
197
IFS Advisors
Kansas
$612 – – –
MassMutual Private Wealth & Trust
198
MassMutual Private Wealth & Trust
Connecticut
$601 – – –
AWA
199
Authentikos Wealth Advisory
California
$575 +$668 +150 New
PGAM
200
Princeton Global Asset Management
New Jersey
$383 – – –