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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
176
Kelly Financial Services
Massachusetts
$2.2K
JP Morgan Chase
177
JP Morgan Chase
New York
$2K -$392K -96,117 -100%
AIC
178
Ameritas Investment Company
Nebraska
$2K
CBT
179
Capital Bank & Trust
California
$2K
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
LWA
181
Lenox Wealth Advisors
New York
$2K
SF
182
Synovus Financial
Georgia
$2K
SWM
183
Sugarloaf Wealth Management
Georgia
$2K +$1.64K +401 New
EWA
184
Evolution Wealth Advisors
Florida
$2K +$1.91K +467 New
FWM
185
FSA Wealth Management
Massachusetts
$2K +$2.29K +560 New
KPW
186
Kore Private Wealth
New York
$2K +$2.43K +596 New
EW
187
Evoke Wealth
California
$1.71K -$249 -61 -13%
SPIA
188
Steward Partners Investment Advisory
New York
$1K -$3.24K -794 -66%
NFG
189
Next Financial Group
Texas
$1K
PCG
190
Private Capital Group
Connecticut
$1K
SIC
191
Salem Investment Counselors
North Carolina
$1K
TL
192
TrueWealth LLC
Georgia
$1K
VNA
193
Valley National Advisers
Pennsylvania
$1K
CG
194
Cutler Group
California
$1K +$445 +109 +52%
TPWA
195
TRUE Private Wealth Advisors
Oregon
$1K +$992 +243 New
EWP
196
Engrave Wealth Partners
Texas
$1K +$1.35K +332 New
AIM
197
Anchor Investment Management
South Carolina
$834
WCM
198
Weld Capital Management
New York
-$271K -71,127 Closed
SIS
199
Susquehanna International Securities
Ireland
-$185K -48,656 Closed
MYIA
200
Mount Yale Investment Advisors
Colorado
-$188K -43,728 Closed