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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
601
Carson Wealth (CWM LLC)
Nebraska
$496K +$44.1K +432 +9%
PFO
602
Pathstone Family Office
New Jersey
$491K +$79.2K +776 +18%
PCM
603
Parsons Capital Management
Rhode Island
$487K +$2.45K +24 +0.5%
SCA
604
Snowden Capital Advisors
New York
$486K +$71.1K +696 +16%
BFC
605
Bedel Financial Consulting
Indiana
$485K – – –
9WM
606
9258 Wealth Management
Ohio
$484K +$123K +1,200 +32%
BBI
607
Baxter Bros Inc
Connecticut
$483K – – –
CM
608
Columbus Macro
Pennsylvania
$481K -$4.9K -48 -1%
CB
609
CNB Bank
Pennsylvania
$480K +$34.7K +340 +7%
LNC
610
Lincoln National Corp
Pennsylvania
$480K +$73.1K +716 +17%
PA
611
Parallel Advisors
California
$475K +$817 +8 +0.2%
SCA
612
Stokes Capital Advisors
South Carolina
$468K +$492K +4,820 New
AIC
613
Argus Investors Counsel
New York
$467K +$56.4K +552 +13%
MCM
614
McMillion Capital Management
North Carolina
$466K – – –
SCI
615
S&CO Inc
Massachusetts
$465K – – –
EFM
616
E Fund Management
China
$465K +$20.4K +200 +4%
AF
617
Allworth Financial
California
$462K +$49.8K +488 +11%
AWM
618
Aberdeen Wealth Management
Illinois
$460K – – –
VFA
619
Valeo Financial Advisors
Indiana
$453K +$408 +4 +0.1%
CDH
620
Charles D. Hyman
$452K – – –
NP
621
NorthRock Partners
Minnesota
$452K +$15.9K +156 +3%
FMLI
622
Fukoku Mutual Life Insurance
Japan
$450K +$98K +960 +26%
KPWS
623
Kestra Private Wealth Services
Texas
$447K -$43.7K -428 -8%
AIM
624
Anchor Investment Management
South Carolina
$446K – – –
SYBT
625
Stock Yards Bank & Trust
Kentucky
$444K -$10.2K -100 -2%