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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1026
Carson Wealth (CWM LLC)
Nebraska
$15K -$1.97K -47 -12%
CWM
1027
Catamount Wealth Management
Connecticut
$15K – – –
DAM
1028
Delta Asset Management
Tennessee
$15K +$1.88K +45 +15%
KTC
1029
Kistler-Tiffany Companies
Pennsylvania
$14K +$1.34K +32 +11%
PHK
1030
Point72 Hong Kong
Hong Kong
$14K +$13.6K +325 New
CAW
1031
Cornerstone Advisors (Washington)
Washington
$12K -$77K -1,840 -87%
ZB
1032
Zions Bancorporation
Utah
$12K -$27K -645 -68%
CPIG
1033
Chicago Partners Investment Group
Illinois
$11K -$63.9K -1,527 -85%
GBT
1034
Grove Bank & Trust
Florida
$11K – – –
CFS
1035
Commonwealth Financial Services
West Virginia
$11K +$10.5K +251 New
ABFS
1036
Appropriate Balance Financial Services
Washington
$10.7K -$466K -11,127 -96%
FMA
1037
FNY Managed Accounts
New York
$10K +$10.5K +250 New
AC
1038
Alexandria Capital
Virginia
$9K – – –
AF
1039
Allworth Financial
California
$9K – – –
IDBONY
1040
Israel Discount Bank of New York
New York
$9K – – –
GWS
1041
Glassman Wealth Services
Virginia
$9K +$126 +3 +2%
CCM
1042
Cribstone Capital Management
Maine
$8K +$7.32K +175 New
FMP
1043
Financial Management Professionals
Texas
$8K +$8.37K +200 New
CCA
1044
Catalyst Capital Advisors
New York
$7K +$3.56K +85 +106%
SIM
1045
Sonora Investment Management
Arizona
$6.2K – – –
BIG
1046
Bellwether Investment Group
Tennessee
$6K – – –
CB
1047
Community Bank
New York
$6K – – –
FIB
1048
First Interstate Bank
Montana
$6K – – –
OFW
1049
Omnia Family Wealth
Florida
$6K – – –
WC
1050
Whitnell & Co
Illinois
$6K – – –