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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
151
Jacobi Capital Management
Pennsylvania
$15K +$15.5K +750 New
LWCFA
152
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$10K
GWM
154
Geneos Wealth Management
Colorado
$9K
SWP
155
Stratos Wealth Partners
Ohio
$7K +$7.6K +367 New
DPA
156
Delphi Private Advisors
California
$6K
WA
157
Winfield Associates
Ohio
$6K +$828 +40 +16%
LIA
158
LS Investment Advisors
Michigan
$5K
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$3K -$662K -31,991 -100%
PA
160
Parallel Advisors
California
$3K -$2.61K -126 -46%
IA
161
IFP Advisors
Florida
$3K
PWM
162
Paulson Wealth Management
Illinois
$3K +$3.02K +146 New
PCG
163
Private Capital Group
Connecticut
$3K +$20.7K +1,000 New
YWP
164
YorkBridge Wealth Partners
New York
$2K -$48.8K -2,359 -96%
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K -$911 -44 -34%
WTB
166
Washington Trust Bank
Washington
$2K
ASN
167
Advisory Services Network
Georgia
$2K +$2.36K +114 New
MOS
168
MGO One Seven
Ohio
$2K +$2.52K +122 New
SWM
169
SeaCrest Wealth Management
New York
$2K +$2.71K +131 New
RPC
170
Rossmore Private Capital
Connecticut
$1.77K +$1.97K +95 New
EFSCE
171
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.39K -67 -49%
DAM
172
Delta Asset Management
Tennessee
$1K
IWM
173
IHT Wealth Management
Illinois
$1K
VFA
174
Valeo Financial Advisors
Indiana
$1K +$559 +27 New
STA
175
Summit Trail Advisors
New York
$1K +$1.37K +66 New