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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
601
North Star Investment Management
Illinois
$86K
EDRE
602
Edmond de Rothschild (Europe)
Luxembourg
$82K
Carson Wealth (CWM LLC)
603
Carson Wealth (CWM LLC)
Nebraska
$76K +$64.5K +6,760 +676%
S
604
SignatureFD
Georgia
$75K +$8.5K +890 +13%
JFA
605
JNBA Financial Advisors
Minnesota
$75K +$72.7K +7,620 New
BKA
606
Brick & Kyle Associates
Pennsylvania
$74K -$7.16K -750 -9%
CA
607
CapWealth Advisors
Tennessee
$73K +$9.55K +1,000 +16%
SWA
608
Sutton Wealth Advisors
Florida
$70.3K +$32.6K +3,420 +92%
FQ
609
First Quadrant
California
$69K
RFA
610
Reilly Financial Advisors
California
$68K -$5.06K -530 -7%
FWM
611
Focused Wealth Management
New York
$64K -$20.5K -2,150 -25%
CGT
612
Capital Guardian Trust
California
$61K
PSC
613
Prentiss Smith & Co
Vermont
$59K
HFM
614
Hartford Financial Management
Connecticut
$58K
AF
615
Allworth Financial
California
$57K -$1.91K -200 -3%
CBOA
616
Commonwealth Bank of Australia
Australia
$57K +$9.55K +1,000 +21%
BBHC
617
Brown Brothers Harriman & Co
New York
$55K
EWM
618
Elite Wealth Management
Washington
$52K +$50.5K +5,290 New
WRM
619
Westport Resources Management
Connecticut
$49K -$9.55K -1,000 -17%
MFW
620
Mosaic Family Wealth
Missouri
$49K +$19.1K +2,000 +67%
PFO
621
Pathstone Family Office
New Jersey
$48K -$11.5K -1,200 -20%
CFN
622
Cordasco Financial Network
Florida
$48K
OAJ
623
Ogorek Anthony Joseph
New York
$46K
DAM
624
Delta Asset Management
Tennessee
$45K
TCM
625
Tradewinds Capital Management
Washington
$45K +$9.55K +1,000 +28%