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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
301
Proficio Capital Partners
Massachusetts
$14K
HR
302
Howe & Rusling
New York
$13K
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$1.19K +22 +11%
LF
304
Lee Financial
Texas
$13K +$12.4K +230 New
PFBT
305
Parkside Financial Bank & Trust
Missouri
$12K -$2.91K -54 -20%
MAM
306
Meeder Asset Management
Ohio
$11K +$10K +186 New
EWM
307
Evercore Wealth Management
New York
$10K
MA
308
MUFG Americas
New York
$10K
GRP
309
Global Retirement Partners
California
$10K +$3.34K +62 +52%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$10K +$4.42K +82 +90%
VFA
311
Valeo Financial Advisors
Indiana
$9K +$8.46K +157 New
CAW
312
Cornerstone Advisors (Washington)
Washington
$8K
ASN
313
Advisory Services Network
Georgia
$8K +$539 +10 +7%
CAL
314
Capital Analysts LLC
Pennsylvania
$8K +$7.54K +140 New
CJA
315
C-J Advisory
California
$7K
LNB
316
Ledyard National Bank
$7K
RE
317
RBC Europe
United Kingdom
$6.32K +$5.93K +110 New
FQ
318
First Quadrant
California
$6K
NSIM
319
North Star Investment Management
Illinois
$6K
PFSC
320
Peoples Financial Services Corp
Pennsylvania
$6K
VNA
321
Valley National Advisers
Pennsylvania
$6K
SBL
322
Sargent Bickham Lagudis
Colorado
$5K +$4.85K +90 New
AFNAS
323
American Financial Network Advisory Services
California
$4K +$4.15K +77 New
FHA
324
First Horizon Advisors
Tennessee
$3K
CFG
325
Citizens Financial Group
Rhode Island
$3K +$3.23K +60 New