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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
26
Vanguard Personalized Indexing Management
California
$32.9K +$36.6K +10,670 New
VFA
27
Valeo Financial Advisors
Indiana
$31.5K
UB
28
UMB Bank
Missouri
$29.5K -$5.36K -1,562 -14%
Bank of America
29
Bank of America
North Carolina
$11.9K -$51.2K -14,925 -79%
SAM
30
Smartleaf Asset Management
Massachusetts
$4.14K +$4.55K +1,326 New
QCG
31
Quadrant Capital Group
Ohio
$3.78K -$12.4K -3,624 -75%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.17K
Osaic Holdings
33
Osaic Holdings
Arizona
$1.03K -$185 -54 -14%
US Bancorp
34
US Bancorp
Minnesota
$770
GI
35
GAMMA Investing
California
$604 -$5.81K -1,693 -90%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$462
JP Morgan Chase
37
JP Morgan Chase
New York
$308 +$343 +100 New
SS
38
SBI Securities
Japan
$299
MS
39
Monetary Solutions
Ohio
$262 +$292 +85 New
SFG
40
Strive Financial Group
Indiana
$126 +$141 +41 New
CA
41
Clearstead Advisors
Ohio
$90 +$100 +29 New
EWA
42
EverSource Wealth Advisors
Alabama
$52 -$408 -119 -88%
FFA
43
Farther Finance Advisors
California
$31
AAP
44
Arax Advisory Partners
Colorado
$4 +$3 +1 New
P
45
Pitcairn
Pennsylvania
-$587K -161,769 Closed
LIP
46
Lighthouse Investment Partners
Florida
-$136K -37,545 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$56.6K -15,597 Closed
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
-$53K -14,502 Closed
UBS Group
49
UBS Group
Switzerland
-$35.4K -9,762 Closed
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
-$9K -2,441 Closed