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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
326
Salem Investment Counselors
North Carolina
$6K +$4.97K +91 New
BBNA
327
Bremer Bank National Association
Minnesota
$6K +$5.02K +92 New
AIM
328
Advantage Investment Management
Iowa
$6K +$5.46K +100 New
CIA
329
Cascade Investment Advisors
Oregon
$5.8K
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$5K -$1.09K -20 -19%
BAM
331
Bruderman Asset Management
New York
$5K
IBOK
332
Independence Bank of Kentucky
Kentucky
$5K
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$5K
SMFS
334
Squar Milner Financial Services
California
$5K
CIAS
335
Capital Investment Advisory Services
North Carolina
$4K
CHC
336
City Holding Co
West Virginia
$4K
PGWM
337
Parisi Gray Wealth Management
New Jersey
$4K
PWM
338
PRW Wealth Management
Massachusetts
$4K
TIM
339
Tortoise Investment Management
New York
$4K
CAM
340
Cresset Asset Management
Illinois
$3K -$1.91K -35 -39%
EARNEST Partners
341
EARNEST Partners
Georgia
$3K
MA
342
MCF Advisors
Kentucky
$3K
PCP
343
Proficio Capital Partners
Massachusetts
$3K
S
344
SignatureFD
Georgia
$3K
LFA
345
Legacy Financial Advisors
Kentucky
$3K +$2.24K +41 +410%
CFGS
346
Concourse Financial Group Securities
Alabama
$3K +$3.49K +64 New
QCG
347
Quadrant Capital Group
Ohio
$2K -$3.44K -63 -59%
CTC
348
Central Trust Company
Missouri
$2K
GWM
349
Geneos Wealth Management
Colorado
$2K
MA
350
MUFG Americas
New York
$2K