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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
251
JCIC Asset Management
Ontario, Canada
$80.1K -$2.85M -214,950 -97%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$76K -$1.96K -148 -2%
BTI
253
Blue Trust Inc
Georgia
$63K +$16.9K +1,278 +33%
HI
254
Harbour Investments
Wisconsin
$62.8K -$2.52K -190 -3%
EWA
255
EverSource Wealth Advisors
Alabama
$59.3K -$3.9K -295 -6%
BF
256
BOK Financial
Oklahoma
$52.4K +$58.4K +4,413 New
HIA
257
Harbor Investment Advisory
Maryland
$48.1K
AAP
258
Arax Advisory Partners
Colorado
$44.3K -$490 -37 -1%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$43.4K
BC
260
Bartlett & Co
Ohio
$43K
ST
261
Smithfield Trust
Pennsylvania
$42K +$46K +3,477 New
AAS
262
Ameritas Advisory Services
Nebraska
$41.1K +$41.9K +3,165 New
GBT
263
Grove Bank & Trust
Florida
$38K
PAM
264
Paradigm Asset Management
New York
$36.8K
BBHC
265
Brown Brothers Harriman & Co
New York
$30K +$19.7K +1,490 +143%
JWM
266
Janiczek Wealth Management
Colorado
$26.6K
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$25.9K -$5.29K -400 -15%
UB
268
UMB Bank
Missouri
$24.4K +$20.1K +1,515 +280%
ZB
269
Zions Bancorporation
Utah
$23.5K -$11.8K -891 -31%
FCG
270
Financial Connections Group
California
$23K +$26.7K +2,017 New
AF
271
Allworth Financial
California
$21.6K +$1.56K +118 +7%
IA
272
IFP Advisors
Florida
$20.6K -$117K -8,813 -79%
AF
273
Advisornet Financial
Minnesota
$19.9K -$4.46K -337 -17%
GRP
274
Global Retirement Partners
California
$18.6K -$2.22K -168 -10%
GWS
275
Glassman Wealth Services
Virginia
$17.5K -$635 -48 -3%