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Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
151
Mitsubishi UFJ Trust & Banking
Japan
$27K +$25.9K +1,676 New
GT
152
Glenmede Trust
Pennsylvania
$22K -$204K -13,163 -90%
HGWM
153
Harvest Group Wealth Management
Massachusetts
$20K +$5.71K +369 +41%
RFA
154
Reilly Financial Advisors
California
$17K
FC
155
FORA Capital
Florida
$15K -$198K -12,793 -93%
QI
156
QS Investors
New York
$15K -$17.3K -1,117 -55%
LC
157
Lindbrook Capital
California
$12K -$4.18K -270 -26%
ZB
158
Zions Bancorporation
Utah
$12K -$3.51K -227 -23%
SFS
159
Sowell Financial Services
Arkansas
$10K -$31.1K -2,010 -77%
TAIM
160
TD Ameritrade Investment Management
Nebraska
$8K
BL
161
Balentine LLC
Georgia
$6K -$1.89K -122 -25%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$3K
EW
163
Evoke Wealth
California
$3K
EFSCE
164
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$619 +40 +25%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$3K +$2.55K +165 New
PAG
166
Private Advisor Group
New Jersey
$3K +$3.33K +215 New
GRP
167
Global Retirement Partners
California
$2K
PCG
168
Private Capital Group
Connecticut
$2K
CFD
169
Creative Financial Designs
Indiana
$2K +$1.53K +99 New
EARNEST Partners
170
EARNEST Partners
Georgia
$1K -$1.39K -90 -74%
ABC
171
Associated Banc-Corp
Wisconsin
$1K
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$1K +$866 +56 New
DP
173
Dundas Partners
United Kingdom
-$14.2M -1,137,318 Closed
SCM
174
Sandler Capital Management
New York
-$9.14M -724,666 Closed
PI
175
Pennant Investors
New Jersey
-$5.68M -450,000 Closed