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Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$12K +$11.6K +368 New
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$7K +$628 +20 +10%
GRP
203
Global Retirement Partners
California
$6K +$345 +11 +9%
BTI
204
Blue Trust Inc
Georgia
$6K +$2.51K +80 +59%
S
205
SignatureFD
Georgia
$6K +$5.97K +190 +1,900%
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.75K
QCG
207
Quadrant Capital Group
Ohio
$4K +$1.41K +45 +60%
US Bancorp
208
US Bancorp
Minnesota
$3K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$3K +$94 +3 +3%
PA
210
Parallel Advisors
California
$3K +$251 +8 +10%
FHA
211
First Horizon Advisors
Tennessee
$3K +$283 +9 +9%
GWS
212
Glassman Wealth Services
Virginia
$1K
JWA
213
JFS Wealth Advisors
Pennsylvania
$1K +$188 +6 +50%
SC
214
Schubert & Co
Texas
$1K +$188 +6 +22%
HNB
215
Huntington National Bank
Ohio
$1K +$283 +9 +29%
EI
216
Ellevest Inc
New York
$1K +$565 +18 New
HCP
217
Hexagon Capital Partners
Arkansas
$1K +$848 +27 New
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.32K +42 New
RCM
219
Raleigh Capital Management
North Carolina
$1K +$1.41K +45 New
RWM
220
Raffa Wealth Management
District of Columbia
$443 +$440 +14 New
SWA
221
Sutton Wealth Advisors
Florida
$412 +$408 +13 New
DZ Bank
222
DZ Bank
Germany
-$2.49M -89,795 Closed
GCM
223
Graham Capital Management
Connecticut
-$1.88M -67,955 Closed
VIA
224
Vident Investment Advisory
Georgia
-$1.53M -55,473 Closed
SEI Investments
225
SEI Investments
Pennsylvania
-$736K -26,589 Closed