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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
201
Brown Brothers Harriman & Co
New York
$1.29K
QC
202
Quent Capital
New York
$1.19K +$1.89K +107 +1,189%
FHA
203
First Horizon Advisors
Tennessee
$1.18K
NFSG
204
Newbridge Financial Services Group
Florida
$1.09K -$7.29K -413 -80%
CTC
205
Central Trust Company
Missouri
$1.03K
LWP
206
Laurel Wealth Planning
Minnesota
$1.02K
AF
207
Arrow Financial
New York
$1K
ADL
208
Asset Dedication LLC
California
$1K
IBOK
209
Independence Bank of Kentucky
Kentucky
$1K
LFA
210
Level Financial Advisors
New York
$1K
SA
211
SRH Advisors
Kansas
$1K
Loomis, Sayles & Company
212
Loomis, Sayles & Company
Massachusetts
$1K +$1.73K +98 +363%
BLC
213
Brown, Lisle/Cummings
Rhode Island
$925
CCA
214
Column Capital Advisors
Indiana
$720 +$18 +1 +1%
CC
215
Centiva Capital
New York
$689 -$736K -41,686 -100%
IWP
216
IAG Wealth Partners
Wisconsin
$627
GEA
217
Glen Eagle Advisors
New Jersey
$617
CPG
218
Cornerstone Planning Group
New Jersey
$581 +$882 +50 New
SIS
219
Sound Income Strategies
Florida
$514
RBC
220
Romano Brothers & Co
Illinois
$514 +$882 +50 New
SSB
221
Sandy Spring Bank
Maryland
$463 -$1.76K -100 -69%
AF
222
Allworth Financial
California
$411 -$971 -55 -58%
SBL
223
Sargent Bickham Lagudis
Colorado
$411
CSPIA
224
Cary Street Partners Investment Advisory
Virginia
$411 +$706 +40 New
PWMG
225
Prestige Wealth Management Group
New Jersey
$298 -$88 -5 -15%