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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
GC
176
Guggenheim Capital
Illinois
$109K -$22.3K -2,298 -18%
GRP
177
Global Retirement Partners
California
$109K +$102K +10,460 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$82K +$54.4K +5,610 +253%
SWP
179
Stratos Wealth Partners
Ohio
$78K +$72.7K +7,487 New
HFP
180
Holistic Financial Partners
Indiana
$56K +$52K +5,355 New
AF
181
Allworth Financial
California
$55K +$44.5K +4,587 +713%
WAM
182
Wealthspire Advisors (Maryland)
Maryland
$54K -$8.58K -884 -15%
Manulife (Manufacturers Life Insurance)
183
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47K +$14.8K +1,526 +51%
FWM
184
Focused Wealth Management
New York
$42K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$41K
RFC
186
Regions Financial Corp
Alabama
$41K +$38.1K +3,926 New
IWM
187
IHT Wealth Management
Illinois
$37K -$1.39K -143 -4%
CMO
188
Covenant Multifamily Offices
Texas
$36K +$33.4K +3,442 New
PCP
189
Proficio Capital Partners
Massachusetts
$34K +$262 +27 +0.8%
PMFA
190
Plante Moran Financial Advisors
Michigan
$33K +$30.5K +3,138 New
CFG
191
Citizens Financial Group
Rhode Island
$31K -$14.6K -1,501 -33%
EDRH
192
Edmond de Rothschild Holding
Switzerland
$29K
OIA
193
OneDigital Investment Advisors
Kansas
$27K
JWA
194
JFS Wealth Advisors
Pennsylvania
$26K +$243 +25 +1%
GBT
195
Grove Bank & Trust
Florida
$24K -$39.9K -4,111 -64%
SWM
196
SeaCrest Wealth Management
New York
$23K +$21.1K +2,178 New
ACM
197
AUA Capital Management
Pennsylvania
$22K
THWM
198
Taylor Hoffman Wealth Management
Virginia
$22K +$20.3K +2,092 New
HDIM
199
Hanson & Doremus Investment Management
Vermont
$21K -$6.39K -659 -24%
LIA
200
LS Investment Advisors
Michigan
$21K