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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
626
Sargent Bickham Lagudis
Colorado
$158K -$7.65K -55 -4%
Carson Wealth (CWM LLC)
627
Carson Wealth (CWM LLC)
Nebraska
$152K +$97.6K +702 +168%
PCG
628
Private Capital Group
Connecticut
$151K +$13.5K +97 +10%
MFW
629
Mosaic Family Wealth
Missouri
$150K
EDRH
630
Edmond de Rothschild Holding
Switzerland
$147K
TFS
631
TrustCore Financial Services
Tennessee
$141K +$42.5K +306 +42%
IIC
632
Integrated Investment Consultants
Michigan
$141K +$144K +1,039 New
LJHT
633
Laurie J. Hall Trustee
$138K
CFD
634
Creative Financial Designs
Indiana
$135K +$139K +1,000 New
WTB
635
Washington Trust Bank
Washington
$132K
MSFP
636
Mark Sheptoff Financial Planning
Connecticut
$129K
FCT
637
Family Capital Trust
Massachusetts
$122K
IWP
638
Icon Wealth Partners
Texas
$119K -$23.1K -166 -16%
WIM
639
Westside Investment Management
California
$118K
OIA
640
OneDigital Investment Advisors
Kansas
$116K +$17.8K +128 +19%
SNT
641
Security National Trust
West Virginia
$115K
APP
642
Avantax Planning Partners
Iowa
$113K +$116K +835 New
ANBT
643
American National Bank & Trust
Texas
$108K
RCAG
644
Rehmann Capital Advisory Group
Michigan
$108K +$110K +794 New
YWP
645
YorkBridge Wealth Partners
New York
$107K
JGIA
646
Jackson Grant Investment Advisers
Connecticut
$104K
CT
647
CPF Texas
Texas
$100K
ZB
648
Zions Bancorporation
Utah
$99K -$139 -1 -0.1%
CFG
649
Citizens Financial Group
Rhode Island
$98K
BG
650
Bollard Group
Massachusetts
$97K