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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
226
Financial Architects (New Jersey)
New Jersey
$9K
PCG
227
Private Capital Group
Connecticut
$7K -$1.96K -27 -17%
AF
228
Allworth Financial
California
$7K
BWM
229
BerganKDV Wealth Management
Minnesota
$6K
PMFA
230
Plante Moran Financial Advisors
Michigan
$5K
MAM
231
Meeder Asset Management
Ohio
$5K +$73 +1 +1%
OPS
232
Orion Portfolio Solutions
Nebraska
$5K +$73 +1 +1%
BCA
233
Berman Capital Advisors
Georgia
$5K +$870 +12 +14%
VFA
234
Valeo Financial Advisors
Indiana
$5K +$2.32K +32 +53%
EFSCE
235
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$9.21K -127 -63%
PA
236
Procyon Advisors
Connecticut
$4K -$1.01K -14 -18%
GRP
237
Global Retirement Partners
California
$4K -$870 -12 -13%
CHA
238
Carmichael Hill & Associates
Maryland
$4K
BL
239
Balentine LLC
Georgia
$4K +$653 +9 +13%
LPWM
240
Lake Point Wealth Management
Texas
$4K +$5.22K +72 New
APA
241
American Portfolios Advisors
New York
$2.57K -$653 -9 -16%
LC
242
Lindbrook Capital
California
$2K -$26.8K -370 -89%
IFAM
243
Institutional & Family Asset Management
Colorado
$2K
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$2K
ABC
245
Associated Banc-Corp
Wisconsin
$2K +$2.83K +39 New
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$1K
BBHC
247
Brown Brothers Harriman & Co
New York
$1K +$1.81K +25 New
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
$163 +$218 +3 New
QI
249
QV Investors
Alberta, Canada
-$83.7M -998,912 Closed
CCMG
250
Clark Capital Management Group
Pennsylvania
-$18.4M -220,115 Closed