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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$38K +$33.8K +1,637 New
Asset Management One
352
Asset Management One
Japan
$37K -$340K -16,430 -91%
APA
353
American Portfolios Advisors
New York
$36.3K +$3.76K +182 +13%
HFM
354
Harvest Fund Management
China
$36K -$16.9K -818 -34%
PI
355
PineBridge Investments
New York
$34K +$6.04K +292 +24%
RPWA
356
Regent Peak Wealth Advisors
Georgia
$33K +$29.4K +1,422 New
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$32K
TWA
358
TCI Wealth Advisors
Arizona
$31K -$517 -25 -2%
PFBT
359
Parkside Financial Bank & Trust
Missouri
$30K -$1.39K -67 -5%
GWM
360
Geneos Wealth Management
Colorado
$30K +$9.12K +441 +40%
FPS
361
Fieldpoint Private Securities
Connecticut
$30K +$26.7K +1,290 New
CFA
362
Carroll Financial Associates
North Carolina
$27K
CAM
363
CenterStar Asset Management
Illinois
$27K
LC
364
Lindbrook Capital
California
$27K
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$27K +$41 +2 +0.2%
FCMT
366
Founders Capital Management (Texas)
Texas
$26K +$23.2K +1,122 New
CWM
367
Cranbrook Wealth Management
Michigan
$25K
HI
368
Hoey Investments
Pennsylvania
$24K
BFEC
369
Benjamin F. Edwards & Company
Missouri
$24K +$17.4K +840 +420%
HNB
370
Huntington National Bank
Ohio
$23K
Lazard Asset Management
371
Lazard Asset Management
New York
$23K
IFAM
372
Institutional & Family Asset Management
Colorado
$23K +$20.7K +1,000 New
IAIM
373
International Assets Investment Management
Florida
$23K +$20.7K +1,000 New
NSB
374
Norway Savings Bank
Maine
$22K
CI
375
CX Institutional
Indiana
$21K -$1.28K -62 -6%