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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
101
EARNEST Partners
Georgia
$4K
LWM
102
Lenox Wealth Management
Ohio
$4K
PCG
103
Private Capital Group
Connecticut
$3K
TFS
104
TrustCore Financial Services
Tennessee
$3K
Citigroup
105
Citigroup
New York
$2K -$114K -3,277 -98%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$2K
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$2K
AC
108
Avestar Capital
New York
$2K +$313 +9 +17%
FCA
109
FinTrust Capital Advisors
South Carolina
$2K +$2.09K +60 New
FHB
110
First Hawaiian Bank
Hawaii
$1K
KPW
111
Kore Private Wealth
New York
$1K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$1K +$1.04K +30 New
Deutsche Bank
113
Deutsche Bank
Germany
-$136M -3,798,703 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
114
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$7.85M -219,349 Closed
AAMU
115
Amundi Asset Management US
Massachusetts
-$1.6M -44,700 Closed
SBH
116
Segall Bryant & Hamill
Illinois
-$369K -10,300 Closed
Mirae Asset Global Investments
117
Mirae Asset Global Investments
South Korea
-$331K -9,258 Closed
CBOA
118
Commonwealth Bank of Australia
Australia
-$310K -8,684 Closed
TU
119
TDAM USA
Ontario, Canada
-$303K -8,461 Closed
CA
120
Claro Advisors
Massachusetts
-$54K -1,500 Closed
AIC
121
Ameritas Investment Company
Nebraska
-$29K -806 Closed
PWMG
122
Prestige Wealth Management Group
New Jersey
-$22K -604 Closed
WANY
123
Wealthspire Advisors (New York)
New York
-$6K -170 Closed
NFG
124
Next Financial Group
Texas
-$6K -160 Closed
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
-$1K -28 Closed