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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
301
Arax Advisory Partners
Colorado
$37K -$1.71K -45 -4%
EDRH
302
Edmond de Rothschild Holding
Switzerland
$35K
LWA
303
Lenox Wealth Advisors
New York
$34K
VCP
304
Verus Capital Partners
Arizona
$33K +$32.2K +850 New
FHA
305
First Horizon Advisors
Tennessee
$32K -$1.06K -28 -3%
HDIM
306
Hanson & Doremus Investment Management
Vermont
$32K
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$31K
PA
308
PSI Advisors
Florida
$31K +$30.3K +800 New
SAM
309
S.A. Mason
Michigan
$31K +$30.4K +802 New
SBL
310
Sargent Bickham Lagudis
Colorado
$30K -$2.09K -55 -7%
FRA
311
Front Row Advisors
California
$29K
AF
312
Advisornet Financial
Minnesota
$28K +$5.46K +144 +25%
OPS
313
Orion Portfolio Solutions
Nebraska
$28K +$27.6K +728 New
BlackRock
314
BlackRock
New York
$26K -$7.17K -189 -22%
HGWM
315
Harvest Group Wealth Management
Massachusetts
$25K
FPS
316
Fieldpoint Private Securities
Connecticut
$24K
PGAM
317
Princeton Global Asset Management
New Jersey
$23K
SIAS
318
Shine Investment Advisory Services
Colorado
$23K +$3.26K +86 +17%
ATC
319
Adirondack Trust Company
New York
$22K
TI
320
Truehand Inc
New Hampshire
$22K
ETI
321
Enterprise Trust & Investment
California
$20K
SC
322
Sawyer & Company
Massachusetts
$20K
CFA
323
Carroll Financial Associates
North Carolina
$20K +$9.18K +242 +90%
PB
324
Pinnacle Bancorp
Nebraska
$19K -$3.26K -86 -15%
TCOV
325
Trust Company of Vermont
Vermont
$19K +$15K +395 +395%