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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$38K
PW
277
Price Wealth
Texas
$36K
PA
278
PSI Advisors
Florida
$35K +$37.5K +1,990 New
CBT
279
Capital Bank & Trust
California
$32K
CFGS
280
Concourse Financial Group Securities
Alabama
$31K -$3.37K -179 -9%
VCM
281
Versant Capital Management
Arizona
$26K
1W
282
1776 Wealth
Georgia
$26K +$28.3K +1,500 New
FHA
283
Flagship Harbor Advisors
Massachusetts
$25K -$15.6K -827 -37%
VFA
284
Valeo Financial Advisors
Indiana
$23K +$3.77K +200 +18%
WT
285
Whittier Trust
California
$19K -$5.65K -300 -22%
KTC
286
Kistler-Tiffany Companies
Pennsylvania
$17K
PI
287
PEAK6 Investments
Illinois
$16K -$366K -19,428 -96%
GEA
288
Glen Eagle Advisors
New Jersey
$15.2K +$16K +850 New
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$15K
ASN
290
Advisory Services Network
Georgia
$15K +$1.88K +100 +13%
BWM
291
Baystate Wealth Management
Massachusetts
$9K
FCA
292
FinTrust Capital Advisors
South Carolina
$9K
VCP
293
Verus Capital Partners
Arizona
$9K +$9.74K +517 New
SAM
294
S.A. Mason
Michigan
$8K +$8.2K +435 New
BBHC
295
Brown Brothers Harriman & Co
New York
$7K -$14.7K -779 -65%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$7K +$1.34K +71 +25%
EI
297
Ellevest Inc
New York
$7K +$7.01K +372 New
HWM
298
Howard Wealth Management
Connecticut
$7K +$7.54K +400 New
NFG
299
Next Financial Group
Texas
$6K -$942 -50 -13%
GWM
300
Geneos Wealth Management
Colorado
$5K