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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
726
Liberty Capital Management
Michigan
$77K
WB
727
Webster Bank
Connecticut
$76K
CAPTRUST Financial Advisors
728
CAPTRUST Financial Advisors
North Carolina
$75K +$77.1K +2,682 New
PRS
729
Pinkerton Retirement Specialists
Idaho
$73K +$74.5K +2,594 New
WC
730
Whitnell & Co
Illinois
$72K
GBBWRPM
731
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$72K +$74.5K +2,594 New
CFA
732
Carroll Financial Associates
North Carolina
$68K
POIA
733
Pin Oak Investment Advisors
Texas
$67K +$68.2K +2,372 New
PWM
734
Paulson Wealth Management
Illinois
$67K +$68.9K +2,399 New
BRC
735
Bell Rock Capital
Delaware
$66K +$546 +19 +0.8%
LFA
736
Legacy Financial Advisors
Kentucky
$66K +$68.5K +2,382 New
CCM
737
Cribstone Capital Management
Maine
$65K +$374 +13 +0.6%
DAM
738
Delta Asset Management
Tennessee
$64K
IWP
739
Icon Wealth Partners
Texas
$64K +$65.4K +2,275 New
BWA
740
Burt Wealth Advisors
Maryland
$63K
DBT
741
Dubuque Bank & Trust
Iowa
$62K
EWM
742
Evercore Wealth Management
New York
$62K +$20.1K +701 +47%
RE
743
RBC Europe
United Kingdom
$59.1K
FGC
744
Financial Gravity Companies
Texas
$59K +$61.8K +2,149 New
Carson Wealth (CWM LLC)
745
Carson Wealth (CWM LLC)
Nebraska
$58K -$20.6K -718 -26%
SBL
746
Sargent Bickham Lagudis
Colorado
$58K +$230 +8 +0.4%
SIAS
747
Shine Investment Advisory Services
Colorado
$57K +$17.6K +613 +43%
OFW
748
Omnia Family Wealth
Florida
$57K +$31.6K +1,100 +120%
M
749
MOTCO
Texas
$56K -$2.1K -73 -4%
BAM
750
Barrett Asset Management
New York
$55K