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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
551
Capital Advisors Ltd
Ohio
$7K +$6.45K +123 New
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.82K +130 New
MCM
553
MV Capital Management
Maryland
$6K -$5.04K -96 -49%
FHA
554
First Horizon Advisors
Tennessee
$6K – – –
GI
555
Gradient Investments
Minnesota
$5K – – –
PFBT
556
Parkside Financial Bank & Trust
Missouri
$5K – – –
WTC
557
WhitTier Trust Company
Nevada
$5K +$4.99K +95 New
WPA
558
West Paces Advisors
Georgia
$4.13K +$3.78K +72 New
PCP
559
Proficio Capital Partners
Massachusetts
$4K – – –
TFO
560
Tarbox Family Office
California
$4K – – –
PFSC
561
Peoples Financial Services Corp
Pennsylvania
$4K +$1.36K +26 +52%
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.31K +63 New
CHP
563
Cable Hill Partners
Oregon
$4K +$3.52K +67 New
EWM
564
Evercore Wealth Management
New York
$3K -$11.4K -218 -83%
MCM
565
Manchester Capital Management
Vermont
$3K – – –
RBC
566
Roble Belko & Company
Pennsylvania
$3K +$52 +1 +2%
AA
567
Apriem Advisors
California
$3K +$2.36K +45 New
OFW
568
Omnia Family Wealth
Florida
$3K +$2.83K +54 New
GBT
569
Grove Bank & Trust
Florida
$3K +$3.15K +60 New
PIM
570
Parasol Investment Management
Illinois
$3K +$3.15K +60 New
BIG
571
Bellwether Investment Group
Tennessee
$2K +$1.84K +35 New
ACS
572
Archford Capital Strategies
Illinois
$1K – – –
GWS
573
Glassman Wealth Services
Virginia
$1K – – –
PMFA
574
Plante Moran Financial Advisors
Michigan
$1K +$630 +12 New
IPC
575
Independent Portfolio Consultants
Florida
$1K +$944 +18 New