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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Bourgeon Capital Management
Connecticut
$3.38K -$324K -78,770 -99%
NS
152
NBC Securities
Alabama
$3K +$4.27K +1,037 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$2.67K -$1.85K -450 -36%
IA
154
IFP Advisors
Florida
$2.16K -$3.71K -900 -58%
RG
155
Retirement Group
California
$2.03K
BTI
156
Blue Trust Inc
Georgia
$2K +$2.06K +500 New
PA
157
PSI Advisors
Florida
$1.86K
CFD
158
Creative Financial Designs
Indiana
$1.69K -$9.47K -2,300 -82%
UB
159
UMB Bank
Missouri
$1.69K
SN
160
Sittner & Nelson
Oregon
$1.45K
SWM
161
Sanctuary Wealth Management
Idaho
$1.01K
SSB
162
Sandy Spring Bank
Maryland
$1.01K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.87K -939 -82%
ADL
164
Asset Dedication LLC
California
$1K
AW
165
Avion Wealth
Texas
$1K
BFEC
166
Benjamin F. Edwards & Company
Missouri
$1K
WAS
167
Winch Advisory Services
Wisconsin
$1K
TFA
168
Toth Financial Advisory
Virginia
$930
AF
169
Allworth Financial
California
$849
TAM
170
Tucker Asset Management
Colorado
$845
GWM
171
Geneos Wealth Management
Colorado
$676
FP
172
Financial Perspectives
Minnesota
$546
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$492
ECM
174
Estabrook Capital Management
New York
$439
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$338