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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Sowell Financial Services
Arkansas
$19K +$3.06K +78 +22%
BBHC
202
Brown Brothers Harriman & Co
New York
$19K +$4.32K +110 +35%
AssetMark Inc
203
AssetMark Inc
California
$18K
CCA
204
Column Capital Advisors
Indiana
$18K +$3.14K +80 +24%
Deutsche Bank
205
Deutsche Bank
Germany
$18K +$7.06K +180 +77%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$16K
FWM
207
ForthRight Wealth Management
Georgia
$16K +$13.9K +353 New
CAAS
208
Capital Asset Advisory Services
Michigan
$15K +$13.3K +340 New
Jones Financial Companies
209
Jones Financial Companies
Missouri
$12K +$10.4K +265 New
CCA
210
Childress Capital Advisors
Texas
$12K +$10.6K +270 New
CFA
211
Carroll Financial Associates
North Carolina
$11K +$1.96K +50 +23%
VWM
212
Venturi Wealth Management
Texas
$11K +$9.54K +243 New
TFS
213
TrustCore Financial Services
Tennessee
$11K +$9.81K +250 New
FCA
214
FinTrust Capital Advisors
South Carolina
$10K -$2.63K -67 -23%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$10K +$1.77K +45 +23%
S
216
SignatureFD
Georgia
$8K -$78 -2 -1%
BWM
217
Baystate Wealth Management
Massachusetts
$8K
WT
218
Washington Trust
Rhode Island
$6K +$78 +2 +2%
WEC
219
Winslow Evans & Crocker
Massachusetts
$6K +$5.22K +133 New
AWG
220
Altus Wealth Group
Colorado
$6K +$5.3K +135 New
RCA
221
Ranch Capital Advisors
Florida
$5K
WT
222
Whittier Trust
California
$5K
LWA
223
Lenox Wealth Advisors
New York
$5K +$4.63K +118 New
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$4K -$706 -18 -14%
CFD
225
Creative Financial Designs
Indiana
$4K