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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
151
Private Capital Group
Connecticut
$13K +$1.07K +36 +9%
UB
152
UMB Bank
Missouri
$11K -$1.73K -58 -14%
WWM
153
Wolff Wiese Magana
California
$11K
ZB
154
Zions Bancorporation
Utah
$10K -$208 -7 -2%
BCV
155
Banque Cantonale Vaudoise
Switzerland
$9K
JWM
156
Janiczek Wealth Management
Colorado
$9K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$7K -$2.35K -79 -24%
CCA
158
Column Capital Advisors
Indiana
$7K
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$6.17K
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$6K +$6.55K +220 New
APA
161
American Portfolios Advisors
New York
$5.03K
AF
162
Advisornet Financial
Minnesota
$5K
EWA
163
EverSource Wealth Advisors
Alabama
$4K
LB
164
Legacy Bridge
Iowa
$4K
FCA
165
FinTrust Capital Advisors
South Carolina
$4K +$2.5K +84 +156%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$4K +$3.69K +124 New
FGAM
167
Financial Gravity Asset Management
Texas
$3.63K +$15.5K +522 New
FHA
168
First Horizon Advisors
Tennessee
$3K -$1.43K -48 -34%
EWM
169
Endurance Wealth Management
Rhode Island
$3K
FF
170
FourThought Financial
Florida
$3K
DHGWA
171
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$1.31K +44 +100%
Group One Trading
172
Group One Trading
Illinois
$3K +$2.98K +100 New
CTC
173
Central Trust Company
Missouri
$3K +$3.04K +102 New
MAM
174
Meeder Asset Management
Ohio
$2K
GWM
175
Geneos Wealth Management
Colorado
$2K +$238 +8 +11%