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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$33K
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$10.2K -550 -26%
CCM
303
Cribstone Capital Management
Maine
$28K -$62.8K -3,379 -69%
ClearBridge Investments
304
ClearBridge Investments
New York
$28K -$19 -1 -0.1%
IRC
305
Investors Research Corp
Georgia
$28K
LWCFA
306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
HDIM
307
Hanson & Doremus Investment Management
Vermont
$27K -$929 -50 -3%
BUB
308
BBVA USA Bancshares
Texas
$25K +$24.4K +1,312 New
FWM
309
Focused Wealth Management
New York
$20K +$929 +50 +5%
TPCW
310
TD Private Client Wealth
New York
$18.7K +$18.6K +1,000 New
GWMIA
311
Global Wealth Management Investment Advisory
Florida
$18K +$1.64K +88 +10%
FHA
312
First Horizon Advisors
Tennessee
$18K +$4.11K +221 +28%
BBHC
313
Brown Brothers Harriman & Co
New York
$17K +$3.21K +173 +24%
PCG
314
Private Capital Group
Connecticut
$16K -$1.3K -70 -7%
TPWA
315
TRUE Private Wealth Advisors
Oregon
$13K +$13.5K +725 New
PA
316
Parallel Advisors
California
$12K +$7.26K +391 +167%
CT
317
Caldwell Trust
Florida
$11.1K +$11.1K +595 New
AWM
318
Avior Wealth Management
Nebraska
$11K
AA
319
Ancora Advisors
Ohio
$11K +$10.7K +575 New
SFPG
320
Stonebridge Financial Planning Group
Florida
$11K +$11K +594 New
IA
321
IFP Advisors
Florida
$10K -$3.72K -200 -27%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$10K
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$10K +$10.2K +550 New
WQ
324
Wealth Quarterback
New Jersey
$9.7K +$9.63K +518 New
TAIM
325
TD Ameritrade Investment Management
Nebraska
$9K -$427 -23 -5%