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Name Holding Trade Value Shares
Change
Change in
Stake
STA
101
Summit Trail Advisors
New York
$78K +$69.2K +2,100 New
CMO
102
Covenant Multifamily Offices
Texas
$76K +$75.5K +2,290 New
APA
103
American Portfolios Advisors
New York
$66.4K +$66K +2,002 New
CS
104
Credit Suisse
Switzerland
$62K -$161K -4,872 -72%
CA
105
Calton & Associates
Florida
$59K +$52.9K +1,606 New
OIA
106
OneDigital Investment Advisors
Kansas
$56K – – –
SWP
107
Stratos Wealth Partners
Ohio
$54K +$53.5K +1,623 New
WAM
108
Wealthspire Advisors (Maryland)
Maryland
$51K +$14K +425 +38%
AssetMark Inc
109
AssetMark Inc
California
$49K +$1.05K +32 +2%
PA
110
Parallel Advisors
California
$45K +$4.32K +131 +11%
BBHC
111
Brown Brothers Harriman & Co
New York
$35K +$34.3K +1,040 +4,160%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$34K – – –
JIR
113
James Investment Research
Ohio
$30K +$29.7K +900 New
AF
114
Advisornet Financial
Minnesota
$28K +$27.6K +839 New
ZB
115
Zions Bancorporation
Utah
$26K +$2.08K +63 +9%
WIM
116
Westside Investment Management
California
$24.5K -$3.29K -100 -13%
GRP
117
Global Retirement Partners
California
$20K +$13.2K +400 +190%
PMFA
118
Plante Moran Financial Advisors
Michigan
$20K +$19.8K +600 New
RFC
119
Regions Financial Corp
Alabama
$20K +$19.8K +600 New
LIA
120
LS Investment Advisors
Michigan
$19K – – –
VCM
121
Virtue Capital Management
Tennessee
$18K +$18.3K +555 New
BL
122
Balentine LLC
Georgia
$17K – – –
VFA
123
Valeo Financial Advisors
Indiana
$17K – – –
PCG
124
Private Capital Group
Connecticut
$17K +$229K +6,949 New
WA
125
Winfield Associates
Ohio
$15K – – –