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Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Procyon Advisors
Connecticut
$10K +$4.1K +474 +45%
APA
252
American Portfolios Advisors
New York
$8.14K
AF
253
Advisornet Financial
Minnesota
$8K
LWA
254
Lenox Wealth Advisors
New York
$8K +$11.1K +1,281 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$7K
CI
256
CX Institutional
Indiana
$7K
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$6K
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$6K
PRC
259
Pearl River Capital
Michigan
$5K +$6.49K +750 New
CBT
260
Capital Bank & Trust
California
$4K
PB
261
Pinnacle Bancorp
Nebraska
$4K
WT
262
Whittier Trust
California
$4K
CYG
263
Clean Yield Group
Vermont
$4K +$5.75K +664 New
CG
264
Cutler Group
California
$4K +$6.58K +760 New
PA
265
Parallel Advisors
California
$3K -$10.8K -1,251 -68%
CHC
266
City Holding Co
West Virginia
$3K
DOA
267
D'Orazio & Associates
Virginia
$3K
FWM
268
Focused Wealth Management
New York
$3K
ZB
269
Zions Bancorporation
Utah
$3K
MAM
270
Meeder Asset Management
Ohio
$3K +$1.19K +138 +41%
OPS
271
Orion Portfolio Solutions
Nebraska
$3K +$1.19K +138 +41%
GWM
272
Geneos Wealth Management
Colorado
$2K
SFSIG
273
San Francisco Sentry Investment Group
California
$2K
AII
274
AGF Investments Inc
Ontario, Canada
$2K +$2.21K +255 New
CFA
275
Carroll Financial Associates
North Carolina
$2K +$2.92K +337 New