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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$13.7K +363 New
GWM
527
Geneos Wealth Management
Colorado
$12K
MCA
528
Mercer Capital Advisers
New Jersey
$12K
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$11K +$6.26K +166 +146%
CWM
530
Catamount Wealth Management
Connecticut
$10K
FHA
531
First Horizon Advisors
Tennessee
$10K
WEC
532
Winslow Evans & Crocker
Massachusetts
$9.56K +$38 +1 +0.4%
GAM
533
Gemmer Asset Management
California
$9K
PMFA
534
Plante Moran Financial Advisors
Michigan
$9K
TFO
535
Tarbox Family Office
California
$9K +$1.66K +44 +23%
CCM
536
Cribstone Capital Management
Maine
$8K
WA
537
WealthTrust-Arizona
Arizona
$8K +$7.31K +194 New
DBT
538
Dubuque Bank & Trust
Iowa
$7K
HI
539
Hudock Inc
Pennsylvania
$6K
MFW
540
Mosaic Family Wealth
Missouri
$6K
VFA
541
Valeo Financial Advisors
Indiana
$6K +$5.5K +146 New
WPA
542
West Paces Advisors
Georgia
$5.81K -$10.2K -270 -64%
HR
543
Howe & Rusling
New York
$5K -$415 -11 -8%
AF
544
Allworth Financial
California
$5K
PFBT
545
Parkside Financial Bank & Trust
Missouri
$5K
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$5K +$1.51K +40 +47%
BL
547
Balentine LLC
Georgia
$4K
BFEC
548
Benjamin F. Edwards & Company
Missouri
$4K
LWCFA
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
WAP
550
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.77K +100 New