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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
226
Zions Bancorporation
Utah
$31K
RE
227
RBC Europe
United Kingdom
$28.9K +$27.5K +347 New
EVM
228
Eaton Vance Management
Massachusetts
$27K +$25.3K +319 New
EWM
229
Endurance Wealth Management
Rhode Island
$25K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$21K
MFM
231
MD Financial Management
Ontario, Canada
$19K +$17.8K +225 New
HPC
232
HM Payson & Co
Maine
$16K
AWA
233
Arkadios Wealth Advisors
Georgia
$16K +$13.1K +166 +437%
SFS
234
Sowell Financial Services
Arkansas
$15K -$871 -11 -6%
GWS
235
Glassman Wealth Services
Virginia
$14K +$713 +9 +6%
HWMA
236
Heritage Wealth Management (Arizona)
Arizona
$14K +$13K +164 New
LC
237
Lindbrook Capital
California
$13K +$475 +6 +4%
PCG
238
Private Capital Group
Connecticut
$13K +$2.45K +31 +26%
AIC
239
Ameritas Investment Company
Nebraska
$12.7K +$12.1K +153 New
BAMF
240
BI Asset Management Fondsmaeglerselskab
Denmark
$12K
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$12K +$11.5K +145 New
AF
242
Allworth Financial
California
$10K -$158 -2 -2%
GRP
243
Global Retirement Partners
California
$10K +$554 +7 +6%
BWM
244
BerganKDV Wealth Management
Minnesota
$9K
SWM
245
Spire Wealth Management
Virginia
$9K +$8.63K +109 New
PMFA
246
Plante Moran Financial Advisors
Michigan
$8K
CHA
247
Carmichael Hill & Associates
Maryland
$6K
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
RIM
249
Rockbridge Investment Management
New York
$6K
IFAM
250
Institutional & Family Asset Management
Colorado
$6K +$871 +11 +19%