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Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$54K +$14.7K +159 +41%
PCA
502
Peddock Capital Advisors
Massachusetts
$52K – – –
AWMS
503
Advocacy Wealth Management Services
Georgia
$50K – – –
BBHC
504
Brown Brothers Harriman & Co
New York
$50K – – –
AAP
505
Arax Advisory Partners
Colorado
$49K -$9.54K -103 -17%
GLI
506
Guardian Life Insurance
New York
$43K – – –
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$42K +$1.85K +20 +5%
GWM
508
Geneos Wealth Management
Colorado
$40K -$12K -130 -24%
ACS
509
Archford Capital Strategies
Illinois
$38K – – –
FHA
510
First Horizon Advisors
Tennessee
$38K – – –
MIC
511
MU Investments Company
Japan
$34K -$24.1K -260 -43%
CB
512
Community Bank
New York
$33K -$45.8K -495 -60%
RIM
513
Rampart Investment Management
Connecticut
$31K +$28.6K +309 New
AWM
514
AllSquare Wealth Management
New York
$30K +$27.8K +300 New
Group One Trading
515
Group One Trading
Illinois
$30K +$27.8K +300 New
GRP
516
Global Retirement Partners
California
$25K – – –
FANJ
517
Financial Architects (New Jersey)
New Jersey
$25K +$93 +1 +0.4%
TCOV
518
Trust Company of Vermont
Vermont
$23K – – –
LNB
519
Ledyard National Bank
$23K +$14.8K +160 +235%
HCC
520
Hirtle Callaghan & Co
Pennsylvania
$22K – – –
CGT
521
Capital Guardian Trust
California
$21K – – –
CFD
522
Creative Financial Designs
Indiana
$20K – – –
MMG
523
Monetary Management Group
Missouri
$20K – – –
RFA
524
Reilly Financial Advisors
California
$20K – – –
CMBA
525
C.M. Bidwell & Associates
Hawaii
$20K +$19K +205 New