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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$27K -$941K -12,037 -95%
PHK
202
Point72 Hong Kong
Hong Kong
$26K +$38.8K +496 New
AF
203
Allworth Financial
California
$20K +$30.5K +390 New
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$17K -$25.4K -325 -50%
AssetMark Inc
205
AssetMark Inc
California
$16K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$16K
LC
207
Lindbrook Capital
California
$16K
CT
208
Caldwell Trust
Florida
$15.6K +$23.5K +300 New
BFEC
209
Benjamin F. Edwards & Company
Missouri
$14K
FHA
210
First Horizon Advisors
Tennessee
$14K
GRP
211
Global Retirement Partners
California
$12K
Pacer Advisors
212
Pacer Advisors
Pennsylvania
$9K -$1.32M -16,844 -99%
PCM
213
Prelude Capital Management
New York
$8K -$1.17K -15 -9%
CG
214
Cutler Group
California
$8K
AAMU
215
Amundi Asset Management US
Massachusetts
$7K -$610K -7,808 -98%
GAM
216
Gemmer Asset Management
California
$6K
CIA
217
CSat Investment Advisory
Michigan
$6K +$1.72K +22 +26%
APA
218
American Portfolios Advisors
New York
$5.46K
GI
219
Gradient Investments
Minnesota
$5K
ST
220
Smithfield Trust
Pennsylvania
$4K
VFA
221
Valeo Financial Advisors
Indiana
$4K
WEC
222
Winslow Evans & Crocker
Massachusetts
$4K
CFG
223
Citizens Financial Group
Rhode Island
$4K +$6.57K +84 New
ASN
224
Advisory Services Network
Georgia
$3K -$7.43K -95 -60%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$3K