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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
476
CSat Investment Advisory
Michigan
$47K +$43.3K +600 New
WP
477
WealthShield Partners
North Carolina
$47K +$43.3K +600 New
LWA
478
Lenox Wealth Advisors
New York
$43K +$361 +5 +0.9%
BWM
479
BerganKDV Wealth Management
Minnesota
$42K – – –
SIM
480
Sentry Investment Management
Wisconsin
$38K +$35.2K +487 New
GAM
481
Gemmer Asset Management
California
$36K – – –
PFBT
482
Parkside Financial Bank & Trust
Missouri
$34K +$1.08K +15 +4%
PMFA
483
Plante Moran Financial Advisors
Michigan
$33K – – –
BCA
484
Berman Capital Advisors
Georgia
$31K +$21.7K +300 +297%
BBHC
485
Brown Brothers Harriman & Co
New York
$31K +$23.1K +320 +400%
Carson Wealth (CWM LLC)
486
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
Baillie Gifford & Co
487
Baillie Gifford & Co
United Kingdom
$28K +$939 +13 +4%
LWM
488
Liberty Wealth Management
California
$27K – – –
CBT
489
CoreFirst Bank & Trust
Kansas
$26K +$24.6K +340 New
FPS
490
Fieldpoint Private Securities
Connecticut
$25K – – –
SPIA
491
Steward Partners Investment Advisory
New York
$24K – – –
CFO
492
CVA Family Office
Colorado
$22K +$20.2K +280 New
CWC
493
Carolinas Wealth Consulting
North Carolina
$19K – – –
VFA
494
Valeo Financial Advisors
Indiana
$19K +$433 +6 +3%
SWM
495
Spire Wealth Management
Virginia
$19K +$17.6K +243 New
GWSG
496
GPS Wealth Strategies Group
Colorado
$18K +$17.5K +242 New
RE
497
RBC Europe
United Kingdom
$17.9K -$8.67K -120 -34%
T
498
TOBAM
France
$17K -$45.8K -634 -75%
CBT
499
Central Bank & Trust
Kentucky
$16K – – –
GWM
500
Geneos Wealth Management
Colorado
$16K – – –