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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$109K +$3.44K +70 +3%
SWM
452
Selective Wealth Management
Virginia
$106K -$61.3K -1,248 -32%
APA
453
American Portfolios Advisors
New York
$105K -$13.5K -275 -9%
EI
454
Ellevest Inc
New York
$103K -$41.8K -851 -25%
CT
455
Caldwell Trust
Florida
$95.2K
QCG
456
Quadrant Capital Group
Ohio
$95K -$3.34K -68 -3%
AG
457
AIA Group
Hong Kong
$94K -$67.1K -1,366 -37%
PWC
458
PYA Waltman Capital
Tennessee
$90K -$3.84M -78,193 -97%
CG
459
Cutler Group
California
$88K -$16.2K -330 -13%
MCC
460
Money Concepts Capital
Florida
$80K -$197 -4 -0.2%
DMBA
461
Deseret Mutual Benefit Administrators
Utah
$78K -$20.3K -414 -18%
MAM
462
Meeder Asset Management
Ohio
$78K -$12.1K -247 -11%
SIM
463
Sentry Investment Management
Wisconsin
$77K
AWM
464
Avior Wealth Management
Nebraska
$74K
NSIM
465
North Star Investment Management
Illinois
$74K
CP
466
Castleview Partners
Texas
$74K +$19.5K +396 +27%
CHA
467
Carmichael Hill & Associates
Maryland
$71K
BWL
468
Bogart Wealth LLC
Virginia
$70K
PA
469
Parallel Advisors
California
$68K -$4.03K -82 -5%
SIS
470
Sound Income Strategies
Florida
$68K +$2.41K +49 +3%
SCA
471
Stonebridge Capital Advisors
Minnesota
$67K
M
472
MOTCO
Texas
$64K +$4.91K +100 +7%
BONH
473
Bank of New Hampshire
New Hampshire
$62K
SSG
474
Summit Securities Group
New York
$62K +$34.8K +709 +85%
WFA
475
Wipfli Financial Advisors
Wisconsin
$62K +$74.6K +1,518 New