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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$12K
FPFS
202
First Personal Financial Services
North Carolina
$12K
NFG
203
Next Financial Group
Texas
$12K
WT
204
Whittier Trust
California
$11K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$8K
Parallax Volatility Advisers
206
Parallax Volatility Advisers
California
$7K -$55K -1,143 -89%
PCP
207
Proficio Capital Partners
Massachusetts
$7K +$3.75K +78 +111%
AG
208
Advisor Group
Arizona
$6K -$963 -20 -13%
CIA
209
CSat Investment Advisory
Michigan
$6K +$5.97K +124 New
FWM
210
Focused Wealth Management
New York
$5K
CFA
211
Carroll Financial Associates
North Carolina
$4K
POIA
212
Pin Oak Investment Advisors
Texas
$4K
CAW
213
Cornerstone Advisors (Washington)
Washington
$4K +$3.9K +81 New
MAM
214
Meeder Asset Management
Ohio
$4K +$4K +83 New
BGIM
215
Brandywine Global Investment Management
Pennsylvania
$3K
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$3K
ASN
217
Advisory Services Network
Georgia
$3K +$2.89K +60 New
TCOV
218
Trust Company of Vermont
Vermont
$2K
CB
219
CNB Bank
Pennsylvania
$2K +$1.69K +35 New
CQS
220
Credential Qtrade Securities
$1.96K +$1.97K +41 New
RCAG
221
Rehmann Capital Advisory Group
Michigan
$1.18K +$1.16K +24 New
EARNEST Partners
222
EARNEST Partners
Georgia
$1K
LWCFA
223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
PCG
224
Private Capital Group
Connecticut
$1K
TIM
225
Tortoise Investment Management
New York
$1K