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Name Holding Trade Value Shares
Change
Change in
Stake
KFI
176
Key Financial Inc
Pennsylvania
$6K +$9.25K +390 New
CIA
177
CSat Investment Advisory
Michigan
$5K +$1.59K +67 +27%
PA
178
Parallel Advisors
California
$4K +$4.84K +204 +364%
FPFS
179
First Personal Financial Services
North Carolina
$3K
SIM
180
Sonora Investment Management
Arizona
$3K
TRCT
181
Tower Research Capital (TRC)
New York
$2K -$3.25K -137 -58%
LC
182
Lindbrook Capital
California
$2K +$2.49K +105 New
EI
183
Ellevest Inc
New York
$2K +$2.82K +119 New
OSAM
184
O'Shaughnessy Asset Management
Connecticut
$1K -$663K -27,952 -100%
PA
185
Procyon Advisors
Connecticut
$1K -$5.9K -249 -86%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$1K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$1K
GWM
188
Geneos Wealth Management
Colorado
$1K
LWA
189
Lenox Wealth Advisors
New York
$1K
SF
190
Synovus Financial
Georgia
$1K
VCP
191
Verus Capital Partners
Arizona
$1K
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$1K +$24 +1 +1%
SFSIG
193
San Francisco Sentry Investment Group
California
$1K +$1.26K +53 New
HR
194
Howe & Rusling
New York
$1K +$1.42K +60 New
BWM
195
BerganKDV Wealth Management
Minnesota
$1K +$1.54K +65 New
FAM
196
Fred Alger Management
New York
$1K +$1.9K +80 New
RWM
197
Raffa Wealth Management
District of Columbia
$457
TPCW
198
TD Private Client Wealth
New York
$347
MIFH
199
Migdal Insurance & Financial Holdings
Israel
-$37.6M -1,120,000 Closed
CCM
200
Copeland Capital Management
Pennsylvania
-$32.1M -957,938 Closed