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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
501
Carroll Financial Associates
North Carolina
$73K +$55.5K +339 +753%
ETC
502
Exchange Traded Concepts
Oklahoma
$70K +$2.62K +16 +5%
GAM
503
Gemmer Asset Management
California
$65K +$2.78K +17 +5%
PB
504
Pinnacle Bancorp
Nebraska
$59K – – –
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$59K +$164 +1 +0.3%
BFEC
506
Benjamin F. Edwards & Company
Missouri
$58K – – –
AF
507
Advisornet Financial
Minnesota
$56K +$16.4K +100 +52%
OPS
508
Orion Portfolio Solutions
Nebraska
$55K +$34.7K +212 +286%
TCOV
509
Trust Company of Vermont
Vermont
$54K -$16.4K -100 -26%
SIM
510
Sonora Investment Management
Arizona
$53K – – –
AF
511
Allworth Financial
California
$48K – – –
CFG
512
Citizens Financial Group
Rhode Island
$47K -$16.7K -102 -29%
BCA
513
Berman Capital Advisors
Georgia
$46K +$4.75K +29 +13%
CI
514
CX Institutional
Indiana
$46K +$10.8K +66 +38%
EI
515
Ellevest Inc
New York
$41K +$7.36K +45 +26%
KPCM
516
Kings Point Capital Management
New York
$40K – – –
LWA
517
Lenox Wealth Advisors
New York
$39K – – –
CTB
518
Country Trust Bank
Illinois
$38K – – –
KPW
519
Kore Private Wealth
New York
$36K +$3.6K +22 +13%
CA
520
Clearstead Advisors
Ohio
$35K – – –
ADL
521
Asset Dedication LLC
California
$34K – – –
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$33K – – –
KC
523
Knuff & Co
California
$32K – – –
AIL
524
AGF Investments LLC
Ontario, Canada
$31K -$789K -4,822 -97%
CFGS
525
Concourse Financial Group Securities
Alabama
$31K -$1.47K -9 -5%