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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
376
OneDigital Investment Advisors
Kansas
$52K
CWM
377
Cranbrook Wealth Management
Michigan
$47K
PG
378
Patten Group
Tennessee
$47K
TCM
379
Tradewinds Capital Management
Washington
$47K
SWM
380
SeaCrest Wealth Management
New York
$47K +$294 +5 +0.6%
BAM
381
Barrett Asset Management
New York
$46K -$11.8K -200 -20%
RCAG
382
Rehmann Capital Advisory Group
Michigan
$45K +$45K +765 New
MAM
383
Meeder Asset Management
Ohio
$44K
AIM
384
Anchor Investment Management
South Carolina
$42.8K +$42.6K +725 New
Rockefeller Capital Management
385
Rockefeller Capital Management
New York
$42K +$42.3K +720 New
WAM
386
Wealthspire Advisors (Maryland)
Maryland
$41K -$12.9K -219 -24%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$41K
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
$39K
VCM
389
Vigilant Capital Management
Maine
$38K
GLI
390
Guardian Life Insurance
New York
$36K -$15.2K -258 -30%
EWM
391
Endurance Wealth Management
Rhode Island
$35K -$58.8K -1,000 -63%
GI
392
Gradient Investments
Minnesota
$35K
RFA
393
Reilly Financial Advisors
California
$29K -$32.1K -546 -52%
MFW
394
Mosaic Family Wealth
Missouri
$29K -$11.8K -200 -29%
LNB
395
Ledyard National Bank
$29K
RWA
396
Ropes Wealth Advisors
Massachusetts
$29K
Nomura Holdings
397
Nomura Holdings
Japan
$27.4K +$210K +3,573 +0.8%
CCA
398
Clearwater Capital Advisors
Illinois
$26K +$26.3K +448 New
FIB
399
First Interstate Bank
Montana
$24K
LGWM
400
Litman Gregory Wealth Management
California
$24K +$23.5K +400 New