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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
976
Joel Isaacson & Co
New York
$70K – – –
MI
977
Markston International
New York
$70K – – –
Carson Wealth (CWM LLC)
978
Carson Wealth (CWM LLC)
Nebraska
$65K -$1.31K -8 -2%
ZB
979
Zions Bancorporation
Utah
$65K +$15.1K +92 +31%
3C
980
361 Capital
Colorado
$65K +$61.2K +374 New
AWM
981
AllSquare Wealth Management
New York
$64K -$5.08K -31 -8%
CFA
982
Carroll Financial Associates
North Carolina
$62K – – –
AIM
983
Arcadia Investment Management
Michigan
$61K – – –
TSW
984
Thompson Siegel & Walmsley
Virginia
$61K – – –
AF
985
Allworth Financial
California
$57K – – –
CB
986
Community Bank
New York
$53K – – –
RFS
987
Rockefeller Financial Services
New York
$53K – – –
HIM
988
Hillsdale Investment Management
Ontario, Canada
$52K – – –
JCM
989
Jacobi Capital Management
Pennsylvania
$52K – – –
HWP
990
Hefty Wealth Partners
Indiana
$52K +$49.1K +300 New
FFC
991
First Financial Corp
Indiana
$50K -$32.7K -200 -41%
WEC
992
Winslow Evans & Crocker
Massachusetts
$47.2K – – –
TC
993
Trust Company
Kansas
$47K – – –
BWP
994
Baldwin Wealth Partners
Massachusetts
$45K -$53.9K -329 -56%
SWA
995
Sutton Wealth Advisors
Florida
$44.5K – – –
BBHC
996
Brown Brothers Harriman & Co
New York
$44K -$164 -1 -0.4%
TDC
997
Thompson Davis & Co
Virginia
$44K +$164 +1 +0.4%
DSC
998
Duncker Streett & Co
Missouri
$43K – – –
GWS
999
Glassman Wealth Services
Virginia
$39K -$123K -750 -77%
HCC
1000
Hirtle Callaghan & Co
Pennsylvania
$39K – – –