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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
651
Wealthspire Advisors (Maryland)
Maryland
$55K +$13.5K +221 +32%
KTC
652
Kistler-Tiffany Companies
Pennsylvania
$54K – – –
Carson Wealth (CWM LLC)
653
Carson Wealth (CWM LLC)
Nebraska
$53K -$5.25K -86 -9%
SIC
654
Salem Investment Counselors
North Carolina
$53K – – –
RIM
655
Rampart Investment Management
Connecticut
$53K +$53.9K +883 New
RFA
656
Reilly Financial Advisors
California
$50K +$14.4K +235 +39%
WA
657
WFG Advisors
Texas
$46K -$6.6K -108 -12%
IWM
658
IHT Wealth Management
Illinois
$44K +$2.57K +42 +6%
HDIM
659
Hanson & Doremus Investment Management
Vermont
$42K -$10.7K -175 -20%
OC
660
Oakworth Capital
Alabama
$42K – – –
FHA
661
First Horizon Advisors
Tennessee
$38K -$37.6K -615 -49%
ACS
662
Archford Capital Strategies
Illinois
$38K -$18.8K -308 -33%
FIB
663
First Interstate Bank
Montana
$37K -$4.58K -75 -11%
TCM
664
Tradewinds Capital Management
Washington
$37K – – –
JCM
665
Jacobi Capital Management
Pennsylvania
$37K +$7.58K +124 +25%
SGAM
666
Smith Group Asset Management
Texas
$36K -$4.28K -70 -10%
DIA
667
Davidson Investment Advisors
Montana
$35K +$36.7K +600 New
EA
668
Edge Advisors
Georgia
$32K -$1.59K -26 -5%
PB
669
Pinnacle Bancorp
Nebraska
$30K +$30.5K +500 New
NSIM
670
North Star Investment Management
Illinois
$29K +$183 +3 +0.6%
QCG
671
Quadrant Capital Group
Ohio
$28K -$7.33K -120 -18%
IIC
672
Integrated Investment Consultants
Michigan
$28K – – –
Twin Tree Management
673
Twin Tree Management
Texas
$26K -$2.94M -48,140 -99%
M
674
MOTCO
Texas
$26K -$5.07K -83 -16%
ED
675
Exane Derivatives
France
$25.5K +$25.9K +424 +14,133%