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Name Holding Trade Value Shares
Change
Change in
Stake
TI
226
tru Independence
Oregon
$14K – – –
HPC
227
HM Payson & Co
Maine
$12K – – –
FANJ
228
Financial Architects (New Jersey)
New Jersey
$10K – – –
LC
229
Lindbrook Capital
California
$9K +$5.98K +96 +218%
AF
230
Allworth Financial
California
$8K – – –
PCG
231
Private Capital Group
Connecticut
$8K – – –
BWM
232
BerganKDV Wealth Management
Minnesota
$7K – – –
PMFA
233
Plante Moran Financial Advisors
Michigan
$6K – – –
VFA
234
Valeo Financial Advisors
Indiana
$6K +$312 +5 +5%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$6K +$6.36K +102 New
BL
236
Balentine LLC
Georgia
$5K -$374 -6 -8%
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
GRP
238
Global Retirement Partners
California
$5K – – –
CHA
239
Carmichael Hill & Associates
Maryland
$4K – – –
PA
240
Procyon Advisors
Connecticut
$4K – – –
RIM
241
Rockbridge Investment Management
New York
$4K +$4.18K +67 New
APA
242
American Portfolios Advisors
New York
$3.02K – – –
IFAM
243
Institutional & Family Asset Management
Colorado
$3K – – –
ETC
244
Exchange Traded Concepts
Oklahoma
$3K +$2.87K +46 +657%
FRA
245
Front Row Advisors
California
$2K -$20.6K -330 -93%
ABC
246
Associated Banc-Corp
Wisconsin
$2K – – –
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$2K – – –
GWS
248
Glassman Wealth Services
Virginia
$2K +$1.81K +29 New
GT
249
Glenmede Trust
Pennsylvania
$1K -$22.2K -356 -95%
BCA
250
Berman Capital Advisors
Georgia
$1K -$4.3K -69 -72%