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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$20K +$19.3K +327 New
MA
227
MUFG Americas
New York
$19K +$17.3K +293 New
PCG
228
Private Capital Group
Connecticut
$18K +$16.5K +280 New
CFD
229
Creative Financial Designs
Indiana
$17K +$15.2K +258 New
PCM
230
Prelude Capital Management
New York
$15K +$13.4K +227 New
IA
231
IFP Advisors
Florida
$14K +$5.42K +92 +77%
BCV
232
Banque Cantonale Vaudoise
Switzerland
$11K -$7.07K -120 -40%
CIA
233
CSat Investment Advisory
Michigan
$8K -$353 -6 -4%
AAMU
234
Amundi Asset Management US
Massachusetts
$8K +$2.53K +43 +57%
CFG
235
Citizens Financial Group
Rhode Island
$6K -$14.2K -241 -73%
FRA
236
Front Row Advisors
California
$6K
GAM
237
Gemmer Asset Management
California
$6K
JCM
238
Jacobi Capital Management
Pennsylvania
$6K
PA
239
Parallel Advisors
California
$6K +$412 +7 +7%
BCA
240
Berman Capital Advisors
Georgia
$6K +$3.36K +57 +133%
BFIM
241
Beese Fulmer Investment Management
Ohio
$6K +$5.89K +100 New
CFGS
242
Concourse Financial Group Securities
Alabama
$5K
LWM
243
Liberty Wealth Management
California
$5K +$4.36K +74 New
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$4K -$1K -17 -24%
CAL
245
Capital Advisors Ltd
Ohio
$4K
CFA
246
Carroll Financial Associates
North Carolina
$4K
SFS
247
Sowell Financial Services
Arkansas
$3K
GWS
248
Glassman Wealth Services
Virginia
$2K -$1.12K -19 -43%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$2K
VFA
250
Valeo Financial Advisors
Indiana
$2K