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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
301
Citizens Financial Group
Rhode Island
$10K
LFG
302
Larson Financial Group
Missouri
$10K +$41 +1 +0.4%
EI
303
Ellevest Inc
New York
$10K +$9.97K +242 New
QI
304
QS Investors
New York
$9K -$3.39M -82,244 -100%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$9K -$16.9K -410 -67%
CIA
306
CSat Investment Advisory
Michigan
$8K +$906 +22 +14%
SFS
307
Sowell Financial Services
Arkansas
$7K -$179K -4,358 -96%
VFA
308
Valeo Financial Advisors
Indiana
$7K
SC
309
Solstein Capital
California
$7K +$6.63K +161 New
WEC
310
Winslow Evans & Crocker
Massachusetts
$6K
PA
311
Parallel Advisors
California
$5K -$1.52K -37 -24%
GRP
312
Global Retirement Partners
California
$5K +$4.45K +108 New
OPS
313
Orion Portfolio Solutions
Nebraska
$5K +$4.57K +111 New
JWA
314
JFS Wealth Advisors
Pennsylvania
$4K
ZB
315
Zions Bancorporation
Utah
$4K
PA
316
PSI Advisors
Florida
$4K +$4.12K +100 New
IA
317
IFP Advisors
Florida
$3K -$12.6K -307 -80%
EFSCE
318
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
QCG
319
Quadrant Capital Group
Ohio
$3K
SMFS
320
Squar Milner Financial Services
California
$3K +$3.54K +86 New
AWA
321
Arkadios Wealth Advisors
Georgia
$2.57K +$2.88K +70 New
PFBT
322
Parkside Financial Bank & Trust
Missouri
$2K
RA
323
Royce & Associates
New York
$2K +$1.61K +39 New
HGWM
324
Harvest Group Wealth Management
Massachusetts
$1K
TFO
325
Tarbox Family Office
California
$1K