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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
$208K +$193K +1,536 New
IAA
402
Independent Advisor Alliance
North Carolina
$208K +$193K +1,539 New
SO
403
STRS Ohio
Ohio
$205K
PC
404
PA Capital
Virginia
$205K +$190K +1,516 New
AC
405
Athanor Capital
New York
$203K +$188K +1,500 New
LTFS
406
Ladenburg Thalmann Financial Services
Florida
$202K +$13.5K +108 +8%
SFG
407
SNS Financial Group
Minnesota
$200K +$185K +1,478 New
QI
408
QS Investors
New York
$195K
GWM
409
Geneos Wealth Management
Colorado
$182K -$25.1K -200 -13%
BWA
410
Burt Wealth Advisors
Maryland
$181K
VFA
411
Valeo Financial Advisors
Indiana
$180K +$33.3K +266 +25%
BCA
412
Berman Capital Advisors
Georgia
$162K +$1.25K +10 +0.8%
CFG
413
Citizens Financial Group
Rhode Island
$152K
TL
414
TrueWealth LLC
Georgia
$147K +$125 +1 +0.1%
PI
415
PEAK6 Investments
Illinois
$136K -$1.5M -11,998 -92%
WT
416
Whittier Trust
California
$136K
MGIA
417
Moneta Group Investment Advisors
Missouri
$131K -$17.1K -136 -12%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$127K -$1.75K -14 -1%
NFG
419
Next Financial Group
Texas
$119K +$106K +846 +2,417%
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$118K
SPIA
421
Steward Partners Investment Advisory
New York
$113K +$105K +836 New
PFBT
422
Parkside Financial Bank & Trust
Missouri
$106K +$4.01K +32 +4%
BCI
423
Brinker Capital Investments
Pennsylvania
$99K
SIC
424
Salem Investment Counselors
North Carolina
$95K -$3.1M -24,703 -97%
PK
425
Pflug Koory
Nebraska
$95K -$3.13K -25 -3%