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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
626
Carson Wealth (CWM LLC)
Nebraska
$83K -$187K -4,915 -69%
IFAM
627
Institutional & Family Asset Management
Colorado
$83K -$2.02K -53 -2%
BPCE
628
Bank Pictet & Cie (Europe)
Germany
$80K -$143K -3,755 -26%
PI
629
PineBridge Investments
New York
$78K -$2.85K -75 -3%
FHA
630
First Horizon Advisors
Tennessee
$78K -$1.94K -51 -2%
BAM
631
Bruderman Asset Management
New York
$77K -$9.59K -252 -11%
GWM
632
Geneos Wealth Management
Colorado
$77K -$5.48K -144 -6%
PAM
633
Panagora Asset Management
Massachusetts
$73K -$69.8K -1,833 -48%
WANY
634
Wealthspire Advisors (New York)
New York
$71K +$73K +1,917 New
CFA
635
Carroll Financial Associates
North Carolina
$70K +$1.75K +46 +2%
CHP
636
Cable Hill Partners
Oregon
$69K
FA
637
Fortis Advisors
Pennsylvania
$65K +$66.6K +1,750 New
AIA
638
Alera Investment Advisors
Illinois
$62K +$64.3K +1,690 New
SIMG
639
Stephens Investment Management Group
Texas
$61K
KPW
640
Kore Private Wealth
New York
$57K +$58.3K +1,531 New
PB
641
Pinnacle Bancorp
Nebraska
$57K +$58.8K +1,545 New
MS
642
Mizuho Securities
Japan
$55K +$57.1K +1,500 New
PFBT
643
Parkside Financial Bank & Trust
Missouri
$54K
IDBONY
644
Israel Discount Bank of New York
New York
$50K +$1.9K +50 +4%
DWA
645
Dougherty Wealth Advisers
Minnesota
$49K +$48.8K +1,282 New
LFA
646
Legacy Financial Advisors
Kentucky
$48K -$1.26K -33 -2%
CAC
647
Certified Advisory Corp
Florida
$47K
FPS
648
Fieldpoint Private Securities
Connecticut
$45K -$3.81K -100 -8%
EWM
649
Executive Wealth Management
Michigan
$44K +$45.7K +1,201 New
VFA
650
Valeo Financial Advisors
Indiana
$42K -$2.4K -63 -5%