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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
201
Harbor Investment Advisory
Maryland
$105K +$14.7K +88 +16%
ASN
202
Advisory Services Network
Georgia
$95K +$98.3K +589 New
WOSD
203
WFA of San Diego
California
$92.5K +$95.8K +574 New
GI
204
Gradient Investments
Minnesota
$80.6K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$68K +$34K +204 +94%
TCOV
206
Trust Company of Vermont
Vermont
$60.5K
MHR
207
Matthew Hamilton Rosenberg
$59.6K
Lazard Asset Management
208
Lazard Asset Management
New York
$58K +$57.2K +343 +1,805%
BSB
209
Bangor Savings Bank
Maine
$57K
AF
210
Allworth Financial
California
$53.3K +$1.5K +9 +3%
Acadian Asset Management
211
Acadian Asset Management
Massachusetts
$53K -$1.78M -10,680 -97%
QCG
212
Quadrant Capital Group
Ohio
$51.3K -$8.18K -49 -13%
LFG
213
Larson Financial Group
Missouri
$49K +$167 +1 +0.3%
CFFP
214
Center for Financial Planning
Michigan
$48.4K
WT
215
Washington Trust
Rhode Island
$48.4K
SPIA
216
Steward Partners Investment Advisory
New York
$42.2K -$2.5K -15 -5%
AWM
217
Accel Wealth Management
Iowa
$34.1K +$167 +1 +0.5%
SWA
218
Sutton Wealth Advisors
Florida
$32.2K +$4.17K +25 +14%
C
219
Covestor
United Kingdom
$27K
SOW
220
State of Wyoming
Wyoming
$22.7K -$167 -1 -0.7%
TWM
221
Tradition Wealth Management
Minnesota
$21K
MAWCM
222
Mine & Arao Wealth Creation & Management
California
$20.2K
PWS
223
Paragon Wealth Strategies
Florida
$20K
MCC
224
Money Concepts Capital
Florida
$18.5K +$9.68K +58 +102%
Ohio Public Employees Retirement System (OPERS)
225
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K -$38.7K -232 -67%