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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$55K +$53.8K +1,880 New
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$42K
GWS
178
Glassman Wealth Services
Virginia
$42K +$743 +26 +2%
HWA
179
HHM Wealth Advisors
Tennessee
$41K
HNB
180
Huntington National Bank
Ohio
$40K -$74.5K -2,605 -65%
FPS
181
Fieldpoint Private Securities
Connecticut
$40K +$2K +70 +5%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$39.7K -$96.2K -3,365 -71%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$39K +$10.5K +366 +36%
IAIM
184
International Assets Investment Management
Florida
$34K
CBT
185
CoreFirst Bank & Trust
Kansas
$32K
JWM
186
Janiczek Wealth Management
Colorado
$32K +$21.3K +744 +218%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$31K
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$4.83K +169 +19%
CL
189
COWA LLC
Oklahoma
$30K +$28.6K +1,000 New
Bessemer Group
190
Bessemer Group
New Jersey
$30K +$29.2K +1,020 New
BCV
191
Banque Cantonale Vaudoise
Switzerland
$29K
TCWM
192
Total Clarity Wealth Management
Illinois
$29K +$28.1K +984 New
SIC
193
Salem Investment Counselors
North Carolina
$29K +$28.6K +1,000 New
ZB
194
Zions Bancorporation
Utah
$28K -$13.6K -475 -33%
EDRH
195
Edmond de Rothschild Holding
Switzerland
$26K
HDIM
196
Hanson & Doremus Investment Management
Vermont
$24K
LWA
197
Lenox Wealth Advisors
New York
$24K
GRP
198
Global Retirement Partners
California
$23K
SBL
199
Sargent Bickham Lagudis
Colorado
$22K
BCA
200
Berman Capital Advisors
Georgia
$20K +$3.4K +119 +20%