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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
201
Ameritas Investment Partners
Nebraska
$3K +$98 +1 +3%
Federated Hermes
202
Federated Hermes
Pennsylvania
$3K +$784 +8 +29%
CPIG
203
Chicago Partners Investment Group
Illinois
$3K +$3.43K +35 New
WEC
204
Winslow Evans & Crocker
Massachusetts
$2.41K -$5.69K -58 -69%
DAM
205
Delta Asset Management
Tennessee
$2K
SIC
206
Salem Investment Counselors
North Carolina
$2K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.16K +22 New
LWA
208
Lenox Wealth Advisors
New York
$2K +$2.25K +23 New
EA
209
Edge Advisors
Georgia
$1K
BWL
210
Bogart Wealth LLC
Virginia
$1K +$882 +9 New
BONST
211
Bank of Nova Scotia Trust
Ontario, Canada
$1K +$1.37K +14 New
DCM
212
Donaldson Capital Management
Indiana
-$15.2M -143,732 Closed
CS
213
Credit Suisse
Switzerland
-$1.35M -12,820 Closed
SWP
214
Stratos Wealth Partners
Ohio
-$943K -8,950 Closed
Fiera Capital (Canada)
215
Fiera Capital (Canada)
Quebec, Canada
-$900K -8,535 Closed
AIA
216
Avalon Investment & Advisory
Texas
-$726K -6,888 Closed
CBB
217
Citizens Business Bank
California
-$592K -5,613 Closed
SGAM
218
Smith Group Asset Management
Texas
-$544K -5,160 Closed
TD Asset Management
219
TD Asset Management
Ontario, Canada
-$534K -5,068 Closed
HT
220
HighTower Trust
Texas
-$334K -3,165 Closed
JG
221
Jefferies Group
New York
-$318K -3,018 Closed
AR
222
Advisory Research
Illinois
-$314K -2,980 Closed
AI
223
Atria Investments
North Carolina
-$265K -2,513 Closed
GIM
224
Granahan Investment Management
Massachusetts
-$253K -2,396 Closed
HC
225
Henshaw Capital
Massachusetts
-$247K -2,345 Closed