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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$4.82K
CWM
202
Compass Wealth Management
Connecticut
$4.53K
PA
203
Parallel Advisors
California
$4.25K +$440 +37 +11%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$4K -$476 -40 -10%
MHR
205
Matthew Hamilton Rosenberg
$3.62K
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$3.11K
Lazard Asset Management
207
Lazard Asset Management
New York
$3K +$3.48K +292 New
CIA
208
Cape Investment Advisory
Georgia
$2.26K +$2.38K +200 New
IA
209
IFP Advisors
Florida
$2.12K -$881 -74 -43%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$2K -$833 -70 -33%
HFS
211
Hantz Financial Services
Michigan
$2K
WAM
212
Wolverine Asset Management
Illinois
$1.94K -$470K -39,525 -100%
QCG
213
Quadrant Capital Group
Ohio
$1.31K +$226 +19 +20%
CAM
214
Chesapeake Asset Management
New York
$1.13K +$1.19K +100 New
BAAM
215
Baker Avenue Asset Management
California
$996 +$488 +41 +87%
CA
216
Clearstead Advisors
Ohio
$929 -$3.19K -268 -77%
MCM
217
Manchester Capital Management
Vermont
$861
AWM
218
Accel Wealth Management
Iowa
$849
BWL
219
Bogart Wealth LLC
Virginia
$691 +$726 +61 New
AA
220
Ancora Advisors
Ohio
$340 +$357 +30 New
VCM
221
Versant Capital Management
Arizona
$328
KTC
222
Kistler-Tiffany Companies
Pennsylvania
$283
GWS
223
Glassman Wealth Services
Virginia
$249
WT
224
Washington Trust
Rhode Island
$226
FAM
225
Fred Alger Management
New York
$204 -$3.04M -255,000 -100%