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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
376
Edge Wealth Management
New York
$24K
BG
377
Bollard Group
Massachusetts
$23K +$197 +7 +1%
TAIM
378
TD Ameritrade Investment Management
Nebraska
$23K +$20.4K +723 New
LFA
379
Legacy Financial Advisors
Kentucky
$22K -$1.75K -62 -8%
TWA
380
TCI Wealth Advisors
Arizona
$22K
JWA
381
JFS Wealth Advisors
Pennsylvania
$18K -$7.81K -277 -33%
GLI
382
Guardian Life Insurance
New York
$18K -$310 -11 -2%
PA
383
Parallel Advisors
California
$18K +$8.91K +316 +127%
CAM
384
Cresset Asset Management
Illinois
$18K +$12.4K +438 +332%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$17K +$3.89K +138 +23%
PCP
386
Proficio Capital Partners
Massachusetts
$16K +$14.1K +500 +8,333%
KFS
387
Kelly Financial Services
Massachusetts
$13.2K +$11.7K +414 New
ZB
388
Zions Bancorporation
Utah
$13K +$11.1K +395 New
SLF
389
Sun Life Financial
Ontario, Canada
$11K -$6.54K -232 -41%
MWM
390
Mascoma Wealth Management
New Hampshire
$11K
TCOV
391
Trust Company of Vermont
Vermont
$11K +$9.87K +350 New
FCA
392
FinTrust Capital Advisors
South Carolina
$10K
YWP
393
YorkBridge Wealth Partners
New York
$10K
GRP
394
Global Retirement Partners
California
$10K +$1.75K +62 +24%
CAW
395
Cornerstone Advisors (Washington)
Washington
$9K +$4.2K +149 +103%
NIM
396
NuWave Investment Management
New Jersey
$8K -$95.7K -3,392 -94%
RA
397
Rational Advisors
New York
$8K -$1.3K -46 -16%
BCA
398
Berman Capital Advisors
Georgia
$7K
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$7K +$5.22K +185 +617%
MCM
400
Manchester Capital Management
Vermont
$6K -$69.7K -2,473 -93%