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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
351
Concourse Financial Group Securities
Alabama
$6K +$1.34K +31 +16%
TWA
352
TCI Wealth Advisors
Arizona
$6K +$2.54K +59 +41%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$6K +$8.45K +196 +2,450%
CFD
354
Creative Financial Designs
Indiana
$6K +$8.62K +200 New
PCIA
355
Prime Capital Investment Advisors
Kansas
$6K +$8.75K +203 New
ADL
356
Asset Dedication LLC
California
$5K -$11.9K -276 -63%
EFSCE
357
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$2.29K -53 -22%
ATC
358
Adirondack Trust Company
New York
$5K – – –
AF
359
Allworth Financial
California
$5K – – –
BBHC
360
Brown Brothers Harriman & Co
New York
$4K – – –
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.51K +35 +36%
GI
362
Gradient Investments
Minnesota
$4K +$2.5K +58 +72%
W
363
WealthOne
New York
$4K +$6.17K +143 New
BGIM
364
Brandywine Global Investment Management
Pennsylvania
$3K – – –
PG
365
Patten Group
Tennessee
$3K – – –
GAM
366
Gemmer Asset Management
California
$3K +$3.75K +87 +348%
RCAG
367
Rehmann Capital Advisory Group
Michigan
$2.47K +$3.66K +85 New
ECM
368
Estabrook Capital Management
New York
$2.31K – – –
HWA
369
Heritage Wealth Advisors
Virginia
$2K – – –
JCM
370
Jacobi Capital Management
Pennsylvania
$2K – – –
AF
371
Advisornet Financial
Minnesota
$2K +$1.03K +24 +39%
AIA
372
Alera Investment Advisors
Illinois
$2K +$2.37K +55 New
ESB
373
Essex Savings Bank
Connecticut
$2K +$3.1K +72 New
WIM
374
Westside Investment Management
California
$1.45K -$12.8K -297 -86%
CAW
375
Cornerstone Advisors (Washington)
Washington
$1K -$5.52K -128 -79%