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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
326
Proficio Capital Partners
Massachusetts
$108K -$130K -1,224 -57%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$108K +$38.5K +362 +89%
TCOV
328
Trust Company of Vermont
Vermont
$103K
MAM
329
Marquette Asset Management
Minnesota
$102K +$94.3K +886 New
IA
330
IFP Advisors
Florida
$101K -$36.4K -342 -28%
HR
331
Howe & Rusling
New York
$100K +$6.6K +62 +8%
HNB
332
Huntington National Bank
Ohio
$99K -$32.9K -309 -27%
SIAS
333
Shine Investment Advisory Services
Colorado
$97K -$213 -2 -0.2%
THWM
334
Taylor Hoffman Wealth Management
Virginia
$97K
RFA
335
Reilly Financial Advisors
California
$96K -$1.06K -10 -1%
TAM
336
Tiverton Asset Management
Delaware
$94K +$6.6K +62 +8%
BBA
337
Braun-Bostich & Associates
Pennsylvania
$92K
IDBONY
338
Israel Discount Bank of New York
New York
$91K +$2.66K +25 +3%
MFBTD
339
MB Financial Bank - Trust Department
Illinois
$89K
IWP
340
Icon Wealth Partners
Texas
$78K +$72.1K +678 New
WWM
341
Willingdon Wealth Management
North Carolina
$75K -$25.6K -241 -27%
CCM
342
Cribstone Capital Management
Maine
$74K
TCM
343
Tradewinds Capital Management
Washington
$65K
CAW
344
Cornerstone Advisors (Washington)
Washington
$64K +$20.2K +190 +52%
WAM
345
Wealthspire Advisors (Maryland)
Maryland
$63K -$9.15K -86 -14%
PMFA
346
Plante Moran Financial Advisors
Michigan
$62K +$35.6K +335 +164%
BWM
347
BerganKDV Wealth Management
Minnesota
$58K
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$57K +$14.7K +138 +39%
IAS
349
INR Advisory Services
Pennsylvania
$55K
CB
350
CNB Bank
Pennsylvania
$55K +$5.32K +50 +12%