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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
176
Sequoia Financial Advisors
Ohio
$1.35M +$26.5K +1,099 +2%
CIA
177
Concurrent Investment Advisors
Florida
$1.35M +$225K +9,349 +23%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$1.33M -$52.9K -2,195 -4%
KPWS
179
Kestra Private Wealth Services
Texas
$1.31M +$151K +6,266 +15%
DE
180
DV Equities
Illinois
$1.31M +$1.17M +48,694 New
LWMNY
181
Landmark Wealth Management (New York)
New York
$1.29M +$125K +5,200 +12%
FTUS
182
Flow Traders U.S.
New York
$1.26M +$1.14M +47,065 New
CIBC World Market
183
CIBC World Market
Ontario, Canada
$1.25M +$69.7K +2,888 +7%
SCM
184
Sterling Capital Management
North Carolina
$1.24M -$164K -6,815 -13%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$1.24M -$971K -40,248 -47%
PCM
186
Prelude Capital Management
New York
$1.21M +$4.53K +188 +0.4%
AI
187
Aperture Investors
New York
$1.16M +$1.05M +43,339 New
LCGC
188
Legacy Capital Group California
California
$1.13M +$8.51K +353 +0.8%
LWAM
189
Legacy Wealth Asset Management
Minnesota
$1.11M -$15.5K -642 -2%
UCFA
190
United Capital Financial Advisors
Texas
$1.1M -$5.55K -230 -0.6%
BWM
191
Baron Wealth Management
Michigan
$1.1M +$134K +5,559 +16%
OC
192
Oppenheimer & Co
New York
$1.09M -$10K -416 -1%
First Trust Advisors
193
First Trust Advisors
Illinois
$1.09M -$591K -24,525 -38%
RCM
194
RNC Capital Management
California
$1.08M -$27.9K -1,155 -3%
STA
195
Summit Trail Advisors
New York
$1.07M +$41K +1,701 +4%
VA
196
Vident Advisory
Georgia
$1.06M -$2.19M -90,799 -70%
SSWM
197
Sheets Smith Wealth Management
North Carolina
$1.06M
DOA
198
D'Orazio & Associates
Virginia
$1.06M +$48.8K +2,023 +5%
PWPS
199
Pinnacle Wealth Planning Services
Ohio
$1.01M -$55.8K -2,312 -6%
PCM
200
Pinnbrook Capital Management
New York
$997K +$895K +37,100 New