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Name Holding Trade Value Shares
Change
Change in
Stake
CMO
101
Covenant Multifamily Offices
Texas
$76K +$75.5K +2,290 New
APA
102
American Portfolios Advisors
New York
$66.4K +$66K +2,002 New
CS
103
Credit Suisse
Switzerland
$62K -$161K -4,872 -72%
CA
104
Calton & Associates
Florida
$59K +$52.9K +1,606 New
OIA
105
OneDigital Investment Advisors
Kansas
$56K
SWP
106
Stratos Wealth Partners
Ohio
$54K +$53.5K +1,623 New
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$51K +$14K +425 +38%
AssetMark Inc
108
AssetMark Inc
California
$49K +$1.05K +32 +2%
PA
109
Parallel Advisors
California
$45K +$4.32K +131 +11%
BBHC
110
Brown Brothers Harriman & Co
New York
$35K +$34.3K +1,040 +4,160%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$34K
JIR
112
James Investment Research
Ohio
$30K +$29.7K +900 New
AF
113
Advisornet Financial
Minnesota
$28K +$27.6K +839 New
ZB
114
Zions Bancorporation
Utah
$26K +$2.08K +63 +9%
WIM
115
Westside Investment Management
California
$24.5K -$3.29K -100 -13%
GRP
116
Global Retirement Partners
California
$20K +$13.2K +400 +190%
PMFA
117
Plante Moran Financial Advisors
Michigan
$20K +$19.8K +600 New
RFC
118
Regions Financial Corp
Alabama
$20K +$19.8K +600 New
LIA
119
LS Investment Advisors
Michigan
$19K
VCM
120
Virtue Capital Management
Tennessee
$18K +$18.3K +555 New
BL
121
Balentine LLC
Georgia
$17K
VFA
122
Valeo Financial Advisors
Indiana
$17K
WA
123
Winfield Associates
Ohio
$15K
IA
124
IFP Advisors
Florida
$14K
SPIA
125
Steward Partners Investment Advisory
New York
$14K +$5.6K +170 +62%