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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1426
Carson Wealth (CWM LLC)
Nebraska
$584K -$17.8K -101 -3%
WIL
1427
Winifred I. Li
$583K -$619K -3,515 -53%
PHAM
1428
Palisades Hudson Asset Management
Florida
$583K
BRWM
1429
B. Riley Wealth Management
Tennessee
$580K +$555K +3,153 New
SFM
1430
Signature Financial Management
Virginia
$579K +$15.8K +90 +3%
RPA
1431
Rock Point Advisors
Vermont
$578K +$4.4K +25 +0.8%
UFG
1432
United Fire Group
Iowa
$577K
ANBTV
1433
American National Bank & Trust (Virginia)
Virginia
$575K -$54K -307 -9%
MFBTD
1434
MB Financial Bank - Trust Department
Illinois
$572K -$93.3K -530 -15%
AIA
1435
Arbor Investment Advisors
North Carolina
$566K
JFA
1436
JNBA Financial Advisors
Minnesota
$566K +$1.41K +8 +0.3%
LI
1437
Lafayette Investments
Maryland
$561K -$24.6K -140 -4%
BC
1438
Barnett & Company
Tennessee
$557K -$41.5K -236 -7%
AAS
1439
Annex Advisory Services
Wisconsin
$557K +$244K +1,385 +84%
KS
1440
Karpas Strategies
Connecticut
$551K
SOAMC
1441
Spirit of America Management Corp
New York
$550K +$526K +2,989 New
LIM
1442
Lathrop Investment Management
Arkansas
$549K -$141K -802 -21%
JIM
1443
Jensen Investment Management
Oregon
$547K +$22.2K +126 +4%
WA
1444
WealthTrust Axiom
Pennsylvania
$546K +$33.1K +188 +7%
CCM
1445
Compass Capital Management
Minnesota
$543K -$394K -2,236 -43%
DOA
1446
D'Orazio & Associates
Virginia
$539K
SDJVC
1447
St. Denis J. Villere & Co
Louisiana
$536K
PAS
1448
Partnervest Advisory Services
California
$534K -$8.98K -51 -2%
NL
1449
NWAM LLC
Washington
$525K -$12.5K -71 -2%
NFC
1450
Northeast Financial Consultants
Connecticut
$521K