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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$19K +$1.76K +60 +10%
TDC
102
Thompson Davis & Co
Virginia
$17K -$6K -205 -26%
PCP
103
Proficio Capital Partners
Massachusetts
$13K +$9.22K +315 +267%
CFG
104
CKW Financial Group
Hawaii
$12K +$11.7K +399 New
RFWA
105
RPg Family Wealth Advisory
Massachusetts
$10.9K
LIA
106
LS Investment Advisors
Michigan
$10K
HNB
107
Huntington National Bank
Ohio
$10K +$10.3K +352 New
QT
108
Quantbot Technologies
New York
$8K -$102K -3,488 -93%
Creative Planning
109
Creative Planning
Kansas
$8K
CG
110
Cutler Group
California
$8K
LNB
111
Ledyard National Bank
$8K
First Manhattan
112
First Manhattan
New York
$8K +$7.94K +271 New
WA
113
Winfield Associates
Ohio
$7K
JWA
114
JFS Wealth Advisors
Pennsylvania
$6K -$2.14K -73 -28%
PCM
115
Prelude Capital Management
New York
$6K +$5.86K +200 New
Federated Hermes
116
Federated Hermes
Pennsylvania
$5K -$9.08K -310 -65%
IA
117
IFP Advisors
Florida
$4K -$11.2K -383 -73%
EFSCE
118
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
RFA
119
Reilly Financial Advisors
California
$4K
WC
120
Whitnell & Co
Illinois
$4K
Macquarie Group
121
Macquarie Group
Australia
$4K +$3.04K +104 New
CAW
122
Cornerstone Advisors (Washington)
Washington
$3K +$556 +19 +26%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$2K
WEC
124
Winslow Evans & Crocker
Massachusetts
$1.42K
WP
125
WealthPLAN Partners
Nebraska
$1.18K +$1.17K +40 New