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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
ClearBridge Investments
302
ClearBridge Investments
New York
$28K -$107 -6 -0.4%
IRC
303
Investors Research Corp
Georgia
$28K – – –
LWCFA
304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
AW
305
Alpha Windward
Massachusetts
$24K +$22.5K +1,256 New
RCAG
306
Rehmann Capital Advisory Group
Michigan
$23.7K -$1.43K -80 -6%
NIM
307
NuWave Investment Management
New Jersey
$23K – – –
RA
308
Rational Advisors
New York
$22K +$12K +672 +136%
PRC
309
Pearl River Capital
Michigan
$21K +$20.1K +1,122 New
GT
310
Glenmede Trust
Pennsylvania
$20K -$1.84M -103,017 -99%
PCP
311
Proficio Capital Partners
Massachusetts
$19K +$8.89K +497 +91%
GWMIA
312
Global Wealth Management Investment Advisory
Florida
$17K – – –
GSWM
313
Golden State Wealth Management
California
$14K -$5.71K -319 -29%
FHA
314
First Horizon Advisors
Tennessee
$14K – – –
BBHC
315
Brown Brothers Harriman & Co
New York
$13K +$572 +32 +5%
TPWA
316
TRUE Private Wealth Advisors
Oregon
$13K +$13K +725 New
BNP Paribas Financial Markets
317
BNP Paribas Financial Markets
France
$12.3K -$4.65M -260,296 -100%
AWM
318
Avior Wealth Management
Nebraska
$11K – – –
FPS
319
Fieldpoint Private Securities
Connecticut
$11K +$10.5K +589 New
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
TAIM
321
TD Ameritrade Investment Management
Nebraska
$10K +$393 +22 +4%
GWS
322
Glassman Wealth Services
Virginia
$9K – – –
SMFS
323
Squar Milner Financial Services
California
$9K – – –
Robeco Institutional Asset Management
324
Robeco Institutional Asset Management
Netherlands
$8K – – –
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$7K – – –