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Global Payments

Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Parallel Advisors
California
$20K – – –
CWM
477
Catamount Wealth Management
Connecticut
$20K +$14.1K +125 +250%
MSE
478
MUFG Securities EMEA
United Kingdom
$20K +$20.2K +179 New
LFA
479
Legacy Financial Advisors
Kentucky
$19K +$791 +7 +4%
LWA
480
Lenox Wealth Advisors
New York
$17K -$5.2K -46 -24%
ClearBridge Investments
481
ClearBridge Investments
New York
$16K -$678 -6 -4%
TCOV
482
Trust Company of Vermont
Vermont
$16K +$16.6K +147 New
HR
483
Howe & Rusling
New York
$13K – – –
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
HMS
485
Hanseatic Management Services
New Mexico
$12K – – –
TL
486
TrueWealth LLC
Georgia
$12K – – –
WIM
487
Westside Investment Management
California
$11.2K +$1.47K +13 +15%
JFA
488
JNBA Financial Advisors
Minnesota
$11K – – –
PFSC
489
Peoples Financial Services Corp
Pennsylvania
$11K – – –
PCM
490
Poehling Capital Management
Wisconsin
$11K – – –
WT
491
Washington Trust
Rhode Island
$11K +$11.3K +100 New
SWA
492
Sutton Wealth Advisors
Florida
$9.59K – – –
WAP
493
Wealthcare Advisory Partners
Pennsylvania
$9K -$904 -8 -9%
CAW
494
Cornerstone Advisors (Washington)
Washington
$9K – – –
CIA
495
CSat Investment Advisory
Michigan
$9K +$8.92K +79 New
CWA
496
Clarus Wealth Advisors
Arizona
$9K +$9.04K +80 New
CAL
497
Capital Advisors Ltd
Ohio
$8K – – –
CF
498
Centaurus Financial
California
$8K +$8.47K +75 New
ZB
499
Zions Bancorporation
Utah
$7K -$352K -3,112 -98%
ACS
500
Archford Capital Strategies
Illinois
$7K – – –