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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$1K +$141 +3 +11%
DJSG
152
D.J. St. Germain
Massachusetts
$836
Nisa Investment Advisors
153
Nisa Investment Advisors
Missouri
$604
GWS
154
Glassman Wealth Services
Virginia
$557
MCM
155
MidAtlantic Capital Management
Virginia
$557 +$565 +12 New
GIA
156
GHP Investment Advisors
Colorado
$511
IA
157
IFP Advisors
Florida
$511
SIC
158
Salem Investment Counselors
North Carolina
$418
CPA
159
Clear Point Advisors
New York
$186 +$188 +4 New
ODG
160
O'Dell Group
Ohio
$93 +$94 +2 New
TF
161
Tompkins Financial
New York
$46 +$47 +1 New
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
-$8.93M -172,855 Closed
Los Angeles Capital Management
163
Los Angeles Capital Management
California
-$1.31M -25,402 Closed
CCM
164
Channing Capital Management
Illinois
-$368K -7,122 Closed
SG Americas Securities
165
SG Americas Securities
New York
-$126K -2,439 Closed
Lazard Asset Management
166
Lazard Asset Management
New York
-$118K -2,286 Closed
UOTTAIMCU
167
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$23.7K -458 Closed
RFA
168
Register Financial Advisors
Georgia
-$2.84K -55 Closed
PTC
169
Private Trust Company
Ohio
-$2.27K -44 Closed
Creative Planning
170
Creative Planning
Kansas
-$207 -4 Closed