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Name Holding Trade Value Shares
Change
Change in
Stake
RE
701
RBC Europe
United Kingdom
$50K
KA
702
Kaizen Advisory
Illinois
$50K +$31.1K +488 +160%
MPWT
703
MassMutual Private Wealth & Trust
Connecticut
$45K -$25.7K -403 -36%
Carson Wealth (CWM LLC)
704
Carson Wealth (CWM LLC)
Nebraska
$45K +$2.36K +37 +5%
LC
705
Landaas & Company
Wisconsin
$44K +$45.1K +707 New
B
706
Bridgeworth
Alabama
$44K +$45.4K +711 New
IFAM
707
Institutional & Family Asset Management
Colorado
$43K -$2.74K -43 -6%
ACS
708
Archford Capital Strategies
Illinois
$40K
FIB
709
First Interstate Bank
Montana
$39K
CAC
710
Certified Advisory Corp
Florida
$39K +$64 +1 +0.2%
SSB
711
Sandy Spring Bank
Maryland
$38K -$7.28K -114 -16%
HDIM
712
Hanson & Doremus Investment Management
Vermont
$34K
CPIG
713
Chicago Partners Investment Group
Illinois
$34K +$29.1K +456 +530%
WF
714
WealthTrust Fairport
Ohio
$32K -$13.4K -210 -29%
FDCDDQ
715
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.3K -$9.57K -150 -23%
WPW
716
Winthrop Partners - WNY
New York
$31.3K
EWM
717
Endurance Wealth Management
Rhode Island
$31K
CAW
718
Cornerstone Advisors (Washington)
Washington
$30K +$7.02K +110 +30%
WEC
719
Winslow Evans & Crocker
Massachusetts
$30K +$23.6K +370 +370%
CAM
720
CenterStar Asset Management
Illinois
$29K
QCG
721
Quadrant Capital Group
Ohio
$29K
BFC
722
Bedel Financial Consulting
Indiana
$28K
GAM
723
Gemmer Asset Management
California
$28K +$2.62K +41 +10%
FANJ
724
Financial Architects (New Jersey)
New Jersey
$28K +$3.83K +60 +16%
JA
725
JOYN Advisors
Georgia
$28K +$16.9K +265 +151%