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Name Holding Trade Value Shares
Change
Change in
Stake
CT
351
Caldwell Trust
Florida
$79K
HPC
352
HM Payson & Co
Maine
$79K
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$77K +$2.36K +101 +3%
JMF
354
Johnson Midwest Financial
Iowa
$69K +$70.4K +3,010 New
CIA
355
CSat Investment Advisory
Michigan
$67K -$129K -5,513 -65%
CCA
356
Column Capital Advisors
Indiana
$67K
Capstone Investment Advisors
357
Capstone Investment Advisors
New York
$51K +$51.8K +2,217 New
QCG
358
Quadrant Capital Group
Ohio
$49K -$1.8K -77 -4%
FBT
359
First Bank & Trust
South Dakota
$49K +$50.4K +2,156 New
AFIA
360
America First Investment Advisors
Nebraska
$46K
SPIA
361
Steward Partners Investment Advisory
New York
$45K -$4.37K -187 -9%
DAM
362
Delta Asset Management
Tennessee
$42K -$94 -4 -0.2%
CFA
363
Carroll Financial Associates
North Carolina
$40K +$4.02K +172 +11%
BC
364
Bartlett & Co
Ohio
$39K +$2.67K +114 +7%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$38.9K +$2.67K +114 +7%
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.6K +$39.4K +1,683 New
ACA
367
Atlas Capital Advisors
Wyoming
$38.5K +$39.3K +1,679 New
MCM
368
Manchester Capital Management
Vermont
$38K +$6.71K +287 +21%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$38K +$27.2K +1,162 +211%
GWM
370
Geneos Wealth Management
Colorado
$37K +$19.7K +844 +54%
KFAA
371
Klaas Financial Asset Advisors
Illinois
$37K +$37.7K +1,612 New
PCG
372
Private Capital Group
Connecticut
$34K -$5.47K -234 -14%
CAM
373
Costello Asset Management
Pennsylvania
$34K
HIA
374
Harbor Investment Advisory
Maryland
$34K
HGWM
375
Harvest Group Wealth Management
Massachusetts
$34K