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Name Holding Trade Value Shares
Change
Change in
Stake
WI
126
WrapManager Inc
California
$64K -$4.03K -827 -5%
GRP
127
Global Retirement Partners
California
$63K
LWCFA
128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$60K -$264K -54,113 -78%
Creative Planning
130
Creative Planning
Kansas
$59K +$1.15K +236 +2%
OWA
131
One Wealth Advisors
California
$58K -$121K -24,890 -63%
KWM
132
Kingsview Wealth Management
Oregon
$58K -$9.11K -1,867 -11%
DADC
133
D.A. Davidson & Co
Montana
$57K -$18.8K -3,857 -21%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$57K
CL
135
CPWM LLC
Washington
$56K -$479K -98,178 -88%
BCM
136
BTC Capital Management
Iowa
$55K +$67.6K +13,848 New
RIA
137
Regal Investment Advisors
Michigan
$54K -$22.8K -4,670 -26%
PVWM
138
Point View Wealth Management
New Jersey
$54K
FIM
139
Frontier Investment Management
Texas
$53K -$56.9K -11,673 -47%
BP
140
Ballentine Partners
Massachusetts
$53K -$29.8K -6,118 -32%
JWA
141
JFS Wealth Advisors
Pennsylvania
$53K
CAGAS
142
Capital Advisory Group Advisory Services
Minnesota
$53K +$18K +3,683 +40%
AP
143
Advisor Partners
California
$53K +$64.5K +13,232 New
IFAM
144
Institutional & Family Asset Management
Colorado
$52K -$7.6K -1,558 -11%
RFC
145
Regions Financial Corp
Alabama
$51K
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$49K +$58.6K +12,003 New
Truist Financial
147
Truist Financial
North Carolina
$47K -$47K -9,630 -45%
LSAG
148
Lake Street Advisors Group
New Hampshire
$47K -$10.8K -2,219 -16%
GLLW
149
Graves Light Lenhart Wealth
Virginia
$47K +$56.9K +11,674 New
TRCT
150
Tower Research Capital (TRC)
New York
$45K -$26.8K -5,497 -33%