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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.2K +229 New
ClearBridge Investments
177
ClearBridge Investments
New York
$9K +$9.03K +203 New
WTB
178
Washington Trust Bank
Washington
$8K
BCA
179
Berman Capital Advisors
Georgia
$8K +$8.27K +186 New
FPFS
180
First Personal Financial Services
North Carolina
$7K -$2.18K -49 -22%
BHWM
181
Bay Harbor Wealth Management
Maryland
$7K +$7.52K +169 New
TJHA
182
Thomas J. Herzfeld Advisors
Florida
$6K
WCM
183
WealthBridge Capital Management
Ohio
$6K +$5.87K +132 New
SBL
184
Sargent Bickham Lagudis
Colorado
$6K +$6.36K +143 New
W
185
WealthOne
New York
$6K +$6.36K +143 New
RFC
186
Regions Financial Corp
Alabama
$5K -$1.33K -30 -22%
WTC
187
WhitTier Trust Company
Nevada
$5K
VFA
188
Valeo Financial Advisors
Indiana
$4K -$1.11K -25 -20%
1832 Asset Management
189
1832 Asset Management
Ontario, Canada
$4K
FHA
190
First Horizon Advisors
Tennessee
$4K
GI
191
Gradient Investments
Minnesota
$4K +$4.31K +97 New
LWM
192
Liberty Wealth Management
California
$4K +$4.58K +103 New
APA
193
American Portfolios Advisors
New York
$3.19K
LWA
194
Lenox Wealth Advisors
New York
$3K
ZB
195
Zions Bancorporation
Utah
$3K
FRA
196
Front Row Advisors
California
$3K +$267 +6 +11%
GWM
197
Geneos Wealth Management
Colorado
$2K
AC
198
Avestar Capital
New York
$2K +$756 +17 +57%
CFGS
199
Concourse Financial Group Securities
Alabama
$2K +$2.45K +55 New
LWM
200
Lenox Wealth Management
Ohio
$2K +$4K +90 New