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Name Holding Trade Value Shares
Change
Change in
Stake
APA
251
American Portfolios Advisors
New York
$18.4K – – –
TFP
252
Tilia Fiduciary Partners
North Carolina
$15K – – –
PTC
253
Private Trust Company
Ohio
$12K +$4.52K +95 +54%
OLVIG
254
Oliver Lagore Vanvalin Investment Group
Michigan
$11K +$11.9K +250 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.29K +48 +28%
MA
256
Montag & Associates
Georgia
$9K +$9.57K +201 New
SWM
257
Spire Wealth Management
Virginia
$7K – – –
TFS
258
TrustCore Financial Services
Tennessee
$7K – – –
C
259
Covestor
United Kingdom
$7K +$7K +147 +1,131%
BWM
260
Baystate Wealth Management
Massachusetts
$5K – – –
TWA
261
TCI Wealth Advisors
Arizona
$5K – – –
TCOV
262
Trust Company of Vermont
Vermont
$5K – – –
GWS
263
Glassman Wealth Services
Virginia
$5K +$4.52K +95 +365%
AWM
264
AllSquare Wealth Management
New York
$4K – – –
BIA
265
Bell Investment Advisors
California
$4K – – –
HR
266
Howe & Rusling
New York
$4K – – –
NFSG
267
Newbridge Financial Services Group
Florida
$4K – – –
CA
268
Crewe Advisors
Utah
$4K +$1.86K +39 +95%
Bessemer Group
269
Bessemer Group
New Jersey
$3K – – –
IA
270
IFP Advisors
Florida
$3K +$1.28K +27 +59%
BBHC
271
Brown Brothers Harriman & Co
New York
$3K +$3K +63 New
BC
272
Barrett & Company
Rhode Island
$2.01K +$2.38K +50 New
AF
273
Advisornet Financial
Minnesota
$2K – – –
FWM
274
Focused Wealth Management
New York
$2K – – –
LC
275
Lindbrook Capital
California
$2K – – –