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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
376
Asset Dedication LLC
California
$169K +$9K +73 +6%
BWP
377
Baldwin Wealth Partners
Massachusetts
$158K +$1.23K +10 +0.9%
MHR
378
Matthew Hamilton Rosenberg
$153K +$48.9K +397 +57%
TAIM
379
TD Ameritrade Investment Management
Nebraska
$135K +$2.71K +22 +2%
ZB
380
Zions Bancorporation
Utah
$131K -$1.23K -10 -1%
TCOV
381
Trust Company of Vermont
Vermont
$125K
MAM
382
Marquette Asset Management
Minnesota
$124K
THWM
383
Taylor Hoffman Wealth Management
Virginia
$118K +$104K +840 New
SIAS
384
Shine Investment Advisory Services
Colorado
$113K -$37.1K -301 -27%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$108K
BG
386
Bollard Group
Massachusetts
$100K +$88.1K +715 New
WT
387
Whittier Trust
California
$95K -$247 -2 -0.3%
LC
388
Lindbrook Capital
California
$91K -$5.3K -43 -6%
APA
389
American Portfolios Advisors
New York
$85.4K -$9K -73 -11%
TCM
390
Tradewinds Capital Management
Washington
$80K
BWM
391
BerganKDV Wealth Management
Minnesota
$79K -$4.44K -36 -6%
GWS
392
Glassman Wealth Services
Virginia
$75K +$8.01K +65 +14%
Mitsubishi UFJ Asset Management
393
Mitsubishi UFJ Asset Management
Japan
$75K +$65.8K +534 New
EFSCE
394
Enterprise Financial Services Corp (EFSC)
Missouri
$73K +$7.64K +62 +14%
CT
395
Caldwell Trust
Florida
$70.6K
CFA
396
Carroll Financial Associates
North Carolina
$68K
CIAS
397
CBIZ Investment Advisory Services
Ohio
$67K
AAP
398
Arax Advisory Partners
Colorado
$67K +$123 +1 +0.2%
CCA
399
Column Capital Advisors
Indiana
$66K +$11.7K +95 +25%
PA
400
Procyon Advisors
Connecticut
$61K -$986 -8 -2%