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Name Holding Trade Value Shares
Change
Change in
Stake
KA
626
Kovack Advisors
Florida
$210K +$200K +1,750 New
EWM
627
Evercore Wealth Management
New York
$210K +$200K +1,751 New
BIP
628
Blueprint Investment Partners
North Carolina
$208K -$31.2K -273 -14%
GA
629
Geller Advisors
New York
$206K +$196K +1,718 New
AAS
630
Avantax Advisory Services
Texas
$201K +$191K +1,672 New
Carson Wealth (CWM LLC)
631
Carson Wealth (CWM LLC)
Nebraska
$186K
PA
632
Parallel Advisors
California
$167K -$35.4K -310 -18%
KPCM
633
Kings Point Capital Management
New York
$163K
DWMG
634
DB Wealth Management Group
California
$160K +$114 +1 +0.1%
TPCW
635
TD Private Client Wealth
New York
$160K +$28.7K +251 +23%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$154K -$641K -5,613 -81%
S
637
SignatureFD
Georgia
$150K +$32.1K +281 +29%
PCG
638
Private Capital Group
Connecticut
$141K -$13.4K -117 -9%
SWM
639
Spire Wealth Management
Virginia
$138K -$33K -289 -20%
BWM
640
BerganKDV Wealth Management
Minnesota
$134K
HDIM
641
Hanson & Doremus Investment Management
Vermont
$126K -$57.1K -500 -25%
GRP
642
Global Retirement Partners
California
$126K +$30.8K +270 +35%
AF
643
Advisornet Financial
Minnesota
$125K +$228 +2 +0.2%
FGAM
644
Financial Gravity Asset Management
Texas
$120K -$114 -1 Closed
MCA
645
Mercer Capital Advisers
New Jersey
$120K
WA
646
WestEnd Advisors
North Carolina
$119K
CCA
647
Column Capital Advisors
Indiana
$114K -$2.74K -24 -2%
BAM
648
Barrett Asset Management
New York
$114K
AIM
649
Anchor Investment Management
South Carolina
$114K
CIA
650
Cascade Investment Advisors
Oregon
$108K