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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
401
Corient Capital Partners
California
$212K +$197K +1,570 New
UCFA
402
United Capital Financial Advisors
Texas
$208K +$193K +1,536 New
IAA
403
Independent Advisor Alliance
North Carolina
$208K +$193K +1,539 New
SO
404
STRS Ohio
Ohio
$205K – – –
PC
405
PA Capital
Virginia
$205K +$190K +1,516 New
AC
406
Athanor Capital
New York
$203K +$188K +1,500 New
LTFS
407
Ladenburg Thalmann Financial Services
Florida
$202K +$13.5K +108 +8%
SFG
408
SNS Financial Group
Minnesota
$200K +$185K +1,478 New
QI
409
QS Investors
New York
$195K – – –
GWM
410
Geneos Wealth Management
Colorado
$182K -$25.1K -200 -13%
BWA
411
Burt Wealth Advisors
Maryland
$181K – – –
VFA
412
Valeo Financial Advisors
Indiana
$180K +$33.3K +266 +25%
BCA
413
Berman Capital Advisors
Georgia
$162K +$1.25K +10 +0.8%
CFG
414
Citizens Financial Group
Rhode Island
$152K – – –
TL
415
TrueWealth LLC
Georgia
$147K +$125 +1 +0.1%
PI
416
PEAK6 Investments
Illinois
$136K -$1.5M -11,998 -92%
WT
417
Whittier Trust
California
$136K – – –
MGIA
418
Moneta Group Investment Advisors
Missouri
$131K -$17.1K -136 -12%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$127K -$1.75K -14 -1%
NFG
420
Next Financial Group
Texas
$119K +$106K +846 +2,417%
EFSCE
421
Enterprise Financial Services Corp (EFSC)
Missouri
$118K – – –
SPIA
422
Steward Partners Investment Advisory
New York
$113K +$105K +836 New
PFBT
423
Parkside Financial Bank & Trust
Missouri
$106K +$4.01K +32 +4%
BCI
424
Brinker Capital Investments
Pennsylvania
$99K – – –
SIC
425
Salem Investment Counselors
North Carolina
$95K -$3.1M -24,703 -97%