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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$2.54M -$27.6M -185,760 -91%
SFS
577
Stiles Financial Services
Minnesota
$2.54M -$142K -957 -5%
MA
578
Mutual Advisors
Nebraska
$2.52M +$211K +1,420 +8%
SW
579
SteelPeak Wealth
California
$2.5M +$1.29M +8,664 +84%
NGA
580
Naples Global Advisors
Florida
$2.49M -$133K -894 -5%
XWM
581
Xcel Wealth Management
Florida
$2.48M +$576K +3,880 +26%
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$2.48M -$108K -729 -4%
CB
583
Community Bank
New York
$2.48M +$332K +2,240 +14%
GT
584
Greenleaf Trust
Michigan
$2.47M -$208K -1,402 -7%
BBA
585
BLB&B Advisors
Pennsylvania
$2.45M -$940K -6,334 -25%
BEC
586
Blue Edge Capital
Virginia
$2.44M +$26.7K +180 +1%
BFO
587
Boston Family Office
Massachusetts
$2.44M -$7.42K -50 -0.3%
AA
588
ALPS Advisors
Colorado
$2.43M +$174K +1,174 +7%
SIA
589
Sit Investment Associates
Minnesota
$2.43M – – –
EAM
590
Erste Asset Management
Austria
$2.42M -$108K -728 -4%
EWM
591
Evercore Wealth Management
New York
$2.42M -$18.6K -125 -0.7%
SAM
592
Smithbridge Asset Management
Pennsylvania
$2.42M +$15.4K +104 +0.6%
PCA
593
Peddock Capital Advisors
Massachusetts
$2.41M +$54.9K +370 +2%
LNC
594
Lincoln National Corp
Pennsylvania
$2.41M -$1.5M -10,084 -36%
PCM
595
Palouse Capital Management
Washington
$2.41M -$190K -1,280 -7%
CA
596
CoreCap Advisors
Michigan
$2.41M +$2.71M +18,251 New
DAC
597
Dividend Assets Capital
South Carolina
$2.41M -$1.47M -9,887 -35%
JFG
598
Jefferies Financial Group
New York
$2.4M +$2.55M +17,182 +1,694%
NIM
599
Northeast Investment Management
Massachusetts
$2.4M -$1.23M -8,273 -31%
MNBTD
600
Moody National Bank Trust Division
Texas
$2.38M +$18.1K +122 +0.7%