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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$58K +$54.3K +2,350 New
TAM
277
Tyers Asset Management
Texas
$55K +$34.1K +1,474 +203%
LS
278
Livforsakringsbolaget Skandia
Sweden
$55K +$50.8K +2,200 New
PW
279
Price Wealth
Texas
$50K – – –
CBT
280
Capital Bank & Trust
California
$45K – – –
CFGS
281
Concourse Financial Group Securities
Alabama
$45K – – –
EI
282
Ellevest Inc
New York
$45K – – –
CI
283
CAZ Investments
Texas
$45K +$13.9K +602 +50%
CIA
284
CSat Investment Advisory
Michigan
$45K +$42K +1,816 New
GHCM
285
Glen Harbor Capital Management
California
$40K +$24.8K +1,072 +203%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
VCM
287
Versant Capital Management
Arizona
$37K – – –
FHA
288
First Horizon Advisors
Tennessee
$36K – – –
Walleye Capital
289
Walleye Capital
New York
$35K +$32.3K +1,400 New
TIS
290
Tortoise Index Solutions
Kansas
$34K +$670 +29 +2%
MWM
291
Meridian Wealth Management
Kentucky
$34K +$31.4K +1,357 New
BBHC
292
Brown Brothers Harriman & Co
New York
$30K +$18K +779 +186%
PFO
293
Pathstone Family Office
New Jersey
$29K +$12.2K +527 +83%
VFA
294
Valeo Financial Advisors
Indiana
$25K – – –
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$2.31K +100 +11%
KTC
296
Kistler-Tiffany Companies
Pennsylvania
$24K – – –
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$21K – – –
ASN
298
Advisory Services Network
Georgia
$19K +$4.62K +200 +36%
OIA
299
OneDigital Investment Advisors
Kansas
$18K +$11.6K +500 +250%
CCA
300
Catalyst Capital Advisors
New York
$17K +$4.41K +191 +38%