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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
Manchester Capital Management
Vermont
$17.5K +$19.1K +536 New
BWA
252
Basecamp Wealth Advisors
Washington
$17.2K +$18.9K +529 New
WW
253
Winnow Wealth
Texas
$15.8K
AAP
254
Arax Advisory Partners
Colorado
$15.2K +$12.3K +346 +286%
SWP
255
Strategic Wealth Partners
Ohio
$15.2K
PWPS
256
Pinnacle Wealth Planning Services
Ohio
$14.5K +$15.8K +444 New
TFA
257
Transamerica Financial Advisors
Florida
$14K +$9.55K +268 +165%
PP
258
Pacifica Partners
Canada
$13.7K +$15.4K +432 New
BTI
259
Blue Trust Inc
Georgia
$13.5K +$3.71K +104 +34%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$13K -$392 -11 -3%
LFG
261
Larson Financial Group
Missouri
$13K +$11.7K +327 +461%
SS
262
SBI Securities
Japan
$12.1K +$1.82K +51 +16%
PB
263
Pinnacle Bancorp
Nebraska
$9.94K
MA
264
Montag & Associates
Georgia
$9.09K
DMIC
265
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.48K +$4.1K +115 +79%
UBS AM
266
UBS AM
Illinois
$8.02K +$8.77K +246 New
SAM
267
Smartleaf Asset Management
Massachusetts
$5.91K +$5.35K +150 +517%
QCG
268
Quadrant Capital Group
Ohio
$5.25K
UB
269
UMB Bank
Missouri
$5.25K +$1.03K +29 +22%
CFB
270
Cullen/Frost Bankers
Texas
$3.96K
HNW
271
High Note Wealth
Minnesota
$3.65K
CFM
272
Cornerstone Financial Management
Massachusetts
$3.62K +$3.96K +111 New
LI
273
Louisbourg Investments
New Brunswick, Canada
$3.59K
TCM
274
Tradewinds Capital Management
Washington
$3.26K
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$3.18K +$1.89K +53 +120%