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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
326
Capital Investment Advisory Services
North Carolina
$121K – – –
HSA
327
Hussman Strategic Advisors
Maryland
$115K – – –
SAS
328
Stelac Advisory Services
New York
$115K – – –
HIIFS
329
Harel Insurance Investments & Financial Services
Israel
$115K +$106K +1,000 New
PCP
330
Proficio Capital Partners
Massachusetts
$108K -$130K -1,224 -57%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$108K +$38.5K +362 +89%
TCOV
332
Trust Company of Vermont
Vermont
$103K – – –
MAM
333
Marquette Asset Management
Minnesota
$102K +$94.3K +886 New
IA
334
IFP Advisors
Florida
$101K -$36.4K -342 -28%
HR
335
Howe & Rusling
New York
$100K +$6.6K +62 +8%
HNB
336
Huntington National Bank
Ohio
$99K -$32.9K -309 -27%
SIAS
337
Shine Investment Advisory Services
Colorado
$97K -$213 -2 -0.2%
THWM
338
Taylor Hoffman Wealth Management
Virginia
$97K – – –
RFA
339
Reilly Financial Advisors
California
$96K -$1.06K -10 -1%
TAM
340
Tiverton Asset Management
Delaware
$94K +$6.6K +62 +8%
BBA
341
Braun-Bostich & Associates
Pennsylvania
$92K – – –
IDBONY
342
Israel Discount Bank of New York
New York
$91K +$2.66K +25 +3%
MFBTD
343
MB Financial Bank - Trust Department
Illinois
$89K – – –
IWP
344
Icon Wealth Partners
Texas
$78K +$72.1K +678 New
WWM
345
Willingdon Wealth Management
North Carolina
$75K -$25.6K -241 -27%
CCM
346
Cribstone Capital Management
Maine
$74K – – –
TCM
347
Tradewinds Capital Management
Washington
$65K – – –
CAW
348
Cornerstone Advisors (Washington)
Washington
$64K +$20.2K +190 +52%
WAM
349
Wealthspire Advisors (Maryland)
Maryland
$63K -$9.15K -86 -14%
PMFA
350
Plante Moran Financial Advisors
Michigan
$62K +$35.6K +335 +164%