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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$6K
BlackRock
102
BlackRock
New York
$6K +$71 +5 +1%
CCA
103
Column Capital Advisors
Indiana
$5K
EW
104
Evoke Wealth
California
$5K
FCH
105
Freestone Capital Holdings
Washington
$4.95K
BAM
106
Bellevue Asset Management
Washington
$4K
IA
107
IFP Advisors
Florida
$4K +$1.76K +125 +76%
FPS
108
Fieldpoint Private Securities
Connecticut
$4K +$3.52K +250 New
IAIM
109
International Assets Investment Management
Florida
$4K +$3.88K +275 New
GAM
110
Gemmer Asset Management
California
$3K -$1.76K -125 -37%
CFD
111
Creative Financial Designs
Indiana
$2K
M
112
MOTCO
Texas
$2K +$1.69K +120 New
RWM
113
Raffa Wealth Management
District of Columbia
$1.31K -$141 -10 -11%
ABC
114
Associated Banc-Corp
Wisconsin
$1K
IFAM
115
Institutional & Family Asset Management
Colorado
$1K
RWA
116
Ropes Wealth Advisors
Massachusetts
$1K +$494 +35 New
AA
117
Addison Advisors
Vermont
$1K +$776 +55 New
BC
118
Bartlett & Co
Ohio
$1K +$846 +60 New
LWM
119
Liberty Wealth Management
California
$1K +$1.06K +75 New
CCA
120
Childress Capital Advisors
Texas
$1K +$1.34K +95 New
FHA
121
First Horizon Advisors
Tennessee
$1K +$1.62K +115 New
BCWM
122
Bartlett & Co Wealth Management
Ohio
$928 +$846 +60 New
TI
123
tru Independence
Oregon
$11 +$10.2K +725 New
UBS AM
124
UBS AM
Illinois
-$20.6M -1,648,805 Closed
Stifel Financial
125
Stifel Financial
Missouri
-$2.36M -188,670 Closed