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Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
301
Parallax Volatility Advisers
California
$33K -$585K -31,507 -95%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$30K -$10.2K -550 -26%
CCM
304
Cribstone Capital Management
Maine
$28K -$62.8K -3,379 -69%
ClearBridge Investments
305
ClearBridge Investments
New York
$28K -$19 -1 -0.1%
IRC
306
Investors Research Corp
Georgia
$28K – – –
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
HDIM
308
Hanson & Doremus Investment Management
Vermont
$27K -$929 -50 -3%
BUB
309
BBVA USA Bancshares
Texas
$25K +$24.4K +1,312 New
FWM
310
Focused Wealth Management
New York
$20K +$929 +50 +5%
TPCW
311
TD Private Client Wealth
New York
$18.7K +$18.6K +1,000 New
GWMIA
312
Global Wealth Management Investment Advisory
Florida
$18K +$1.64K +88 +10%
FHA
313
First Horizon Advisors
Tennessee
$18K +$4.11K +221 +28%
BBHC
314
Brown Brothers Harriman & Co
New York
$17K +$3.21K +173 +24%
PCG
315
Private Capital Group
Connecticut
$16K -$1.3K -70 -7%
TPWA
316
TRUE Private Wealth Advisors
Oregon
$13K +$13.5K +725 New
PA
317
Parallel Advisors
California
$12K +$7.26K +391 +167%
CT
318
Caldwell Trust
Florida
$11.1K +$11.1K +595 New
AWM
319
Avior Wealth Management
Nebraska
$11K – – –
AA
320
Ancora Advisors
Ohio
$11K +$10.7K +575 New
SFPG
321
Stonebridge Financial Planning Group
Florida
$11K +$11K +594 New
IA
322
IFP Advisors
Florida
$10K -$3.72K -200 -27%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$10K +$10.2K +550 New
WQ
325
Wealth Quarterback
New Jersey
$9.7K +$9.63K +518 New