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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
CB
302
Community Bank
New York
$5K – – –
SIA
303
Sit Investment Associates
Minnesota
$5K – – –
OWA
304
One Wealth Advisors
California
$5K +$4.21K +490 New
ME
305
McIlrath & Eck
Washington
$5K +$4.98K +580 New
VFA
306
Valeo Financial Advisors
Indiana
$5K +$5.15K +600 New
WEC
307
Winslow Evans & Crocker
Massachusetts
$4.95K +$4.72K +550 New
CFG
308
CKW Financial Group
Hawaii
$4K – – –
MCM
309
Manchester Capital Management
Vermont
$4K – – –
WCM
310
Whitener Capital Management
North Carolina
$4K +$4.29K +500 New
AAP
311
Arax Advisory Partners
Colorado
$3K – – –
LWA
312
Lowe Wealth Advisors
Maryland
$3K – – –
WC
313
Whitnell & Co
Illinois
$3K +$2.66K +310 New
RFM
314
Royal Fund Management
Florida
$3K +$3.05K +355 New
WIM
315
Westside Investment Management
California
$2.94K +$2.58K +300 New
IWM
316
IHT Wealth Management
Illinois
$2K – – –
LNB
317
Ledyard National Bank
$2K – – –
ATC
318
Adirondack Trust Company
New York
$2K +$1.72K +200 New
GEA
319
Glen Eagle Advisors
New Jersey
$1.12K – – –
Capital Research Global Investors
320
Capital Research Global Investors
California
$1K -$129 -15 -13%
Capital World Investors
321
Capital World Investors
California
$1K -$129 -15 -12%
FMP
322
Financial Management Professionals
Texas
$1K – – –
SMG
323
Spectrum Management Group
Indiana
$1K – – –
TF
324
Tompkins Financial
New York
$1K – – –
WWM
325
Willingdon Wealth Management
North Carolina
$1K – – –