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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$244K
N
227
Natixis
France
$238K +$223K +1,048 New
LSAG
228
Lake Street Advisors Group
New Hampshire
$237K +$222K +1,042 New
Allianz Asset Management
229
Allianz Asset Management
Germany
$232K +$217K +1,020 New
LNB
230
Ledyard National Bank
$222K +$208K +980 New
SCA
231
Snowden Capital Advisors
New York
$222K -$30.4K -143 -13%
DHFB
232
Dixon Hubard Feinour & Brown
Virginia
$221K +$207K +975 New
QWM
233
QP Wealth Management
New Jersey
$213K +$200K +940 New
American Century Companies
234
American Century Companies
Missouri
$200K +$187K +881 New
S
235
SignatureFD
Georgia
$189K +$14K +66 +9%
SBSB
236
Sullivan, Bruyette, Speros & Blaney
Virginia
$151K
CFGS
237
Concourse Financial Group Securities
Alabama
$147K +$17K +80 +14%
Pacer Advisors
238
Pacer Advisors
Pennsylvania
$143K +$134K +630 New
HCP
239
Hexagon Capital Partners
Arkansas
$137K +$127K +598 New
PMFA
240
Plante Moran Financial Advisors
Michigan
$136K +$117K +550 +1,146%
QCG
241
Quadrant Capital Group
Ohio
$118K +$24.5K +115 +28%
UFF
242
USA Financial Formulas
Michigan
$100K +$93.4K +439 New
CIM
243
Contravisory Investment Management
Massachusetts
$85K -$17.2K -81 -18%
QCMC
244
Quantum Capital Management (California)
California
$78K -$9.57K -45 -12%
CAW
245
Cornerstone Advisors (Washington)
Washington
$78K +$3.4K +16 +5%
PB
246
Pinnacle Bancorp
Nebraska
$72K
HNB
247
Huntington National Bank
Ohio
$67K
ZB
248
Zions Bancorporation
Utah
$57K -$1.28K -6 -2%
VFA
249
Valeo Financial Advisors
Indiana
$56K
SIM
250
Sonora Investment Management
Arizona
$51K -$5.32K -25 -10%