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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$6K +$6.54K +300 New
APA
177
American Portfolios Advisors
New York
$5.34K
PMFA
178
Plante Moran Financial Advisors
Michigan
$5K
CAC
179
Certified Advisory Corp
Florida
$5K +$5.13K +235 New
CB
180
Community Bank
New York
$5K +$5.15K +236 New
WT
181
Whittier Trust
California
$4K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.99K +91 +88%
GAM
183
Gemmer Asset Management
California
$4K +$2.18K +100 +88%
SFSIG
184
San Francisco Sentry Investment Group
California
$4K +$3.99K +183 New
APP
185
Avantax Planning Partners
Iowa
$4K +$4.01K +184 New
WIM
186
Westside Investment Management
California
$3.51K +$3.64K +167 New
Deutsche Bank
187
Deutsche Bank
Germany
$3K -$1.56M -71,679 -100%
VIA
188
Vantage Investment Advisors
Pennsylvania
$3K +$2.68K +123 New
FHA
189
Flagship Harbor Advisors
Massachusetts
$3K +$3.21K +147 New
TFS
190
TrustCore Financial Services
Tennessee
$2K -$633 -29 -21%
ACS
191
Archford Capital Strategies
Illinois
$2K
DAM
192
Delta Asset Management
Tennessee
$2K
IFAM
193
Institutional & Family Asset Management
Colorado
$2K
LFG
194
LifePlan Financial Group
Ohio
$2K +$1K +46 +77%
SWP
195
Stratos Wealth Partners
Ohio
$2K +$1.66K +76 New
WSTAM
196
Wilbanks Smith & Thomas Asset Management
Virginia
$2K +$1.68K +77 New
MWPCG
197
Measured Wealth Private Client Group
New Hampshire
$2K +$2.31K +106 New
CS
198
Candriam SCA
Luxembourg
$2K +$2.33K +107 New
AC
199
Avestar Capital
New York
$2K +$3.73K +171 +713%
Barclays
200
Barclays
United Kingdom
$1K -$1.74M -80,000 -100%