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Name Holding Trade Value Shares
Change
Change in
Stake
TFP
251
Tilia Fiduciary Partners
North Carolina
$15K
PTC
252
Private Trust Company
Ohio
$12K +$4.52K +95 +54%
OLVIG
253
Oliver Lagore Vanvalin Investment Group
Michigan
$11K +$11.9K +250 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.29K +48 +28%
MA
255
Montag & Associates
Georgia
$9K +$9.57K +201 New
SWM
256
Spire Wealth Management
Virginia
$7K
TFS
257
TrustCore Financial Services
Tennessee
$7K
C
258
Covestor
United Kingdom
$7K +$7K +147 +1,131%
BWM
259
Baystate Wealth Management
Massachusetts
$5K
TWA
260
TCI Wealth Advisors
Arizona
$5K
TCOV
261
Trust Company of Vermont
Vermont
$5K
GWS
262
Glassman Wealth Services
Virginia
$5K +$4.52K +95 +365%
AWM
263
AllSquare Wealth Management
New York
$4K
BIA
264
Bell Investment Advisors
California
$4K
HR
265
Howe & Rusling
New York
$4K
NFSG
266
Newbridge Financial Services Group
Florida
$4K
CA
267
Crewe Advisors
Utah
$4K +$1.86K +39 +95%
Bessemer Group
268
Bessemer Group
New Jersey
$3K
IA
269
IFP Advisors
Florida
$3K +$1.28K +27 +59%
BBHC
270
Brown Brothers Harriman & Co
New York
$3K +$3K +63 New
BC
271
Barrett & Company
Rhode Island
$2.01K +$2.38K +50 New
AF
272
Advisornet Financial
Minnesota
$2K
FWM
273
Focused Wealth Management
New York
$2K
LC
274
Lindbrook Capital
California
$2K
PFBT
275
Parkside Financial Bank & Trust
Missouri
$2K