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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$36K +$17K +305 +107%
CTC
403
Central Trust Company
Missouri
$32K +$5.59K +100 +24%
CI
404
CX Institutional
Indiana
$31K +$4.69K +84 +20%
TPCW
405
TD Private Client Wealth
New York
$30.5K +$447 +8 +2%
SIAS
406
Shine Investment Advisory Services
Colorado
$30K – – –
VNA
407
Valley National Advisers
Pennsylvania
$30K – – –
BWP
408
Baldwin Wealth Partners
Massachusetts
$28K – – –
CFD
409
Creative Financial Designs
Indiana
$28K – – –
GAM
410
Gemmer Asset Management
California
$25K – – –
PCG
411
Private Capital Group
Connecticut
$24K – – –
RWA
412
Ropes Wealth Advisors
Massachusetts
$23K +$21.2K +380 New
ETC
413
Exchange Traded Concepts
Oklahoma
$22K +$15.5K +277 +338%
PFWA
414
Paces Ferry Wealth Advisors
Georgia
$22K +$19.9K +357 New
CAGAS
415
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
MLFP
416
MPS Loria Financial Planners
Illinois
$18K – – –
EI
417
Ellevest Inc
New York
$17K -$11.8K -211 -44%
QCG
418
Quadrant Capital Group
Ohio
$15K -$11.7K -209 -45%
JFGIW
419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
CT
420
Caldwell Trust
Florida
$14.2K – – –
CFN
421
Cordasco Financial Network
Florida
$13K – – –
CWC
422
Carolinas Wealth Consulting
North Carolina
$13K +$12.2K +218 New
Lazard Asset Management
423
Lazard Asset Management
New York
$12K – – –
LF
424
Lee Financial
Texas
$12K – – –
SFS
425
Sowell Financial Services
Arkansas
$12K – – –