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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
251
Private Capital Group
Connecticut
$12K -$9.1K -113 -42%
TI
252
tru Independence
Oregon
$12K +$18.4K +229 New
AF
253
Allworth Financial
California
$10K
BWM
254
BerganKDV Wealth Management
Minnesota
$9K
GRP
255
Global Retirement Partners
California
$8K
PMFA
256
Plante Moran Financial Advisors
Michigan
$8K
BCA
257
Berman Capital Advisors
Georgia
$7K
PA
258
Procyon Advisors
Connecticut
$7K +$6.36K +79 New
MAM
259
Meeder Asset Management
Ohio
$7K +$6.68K +83 New
OPS
260
Orion Portfolio Solutions
Nebraska
$7K +$6.68K +83 New
BL
261
Balentine LLC
Georgia
$6K
CHA
262
Carmichael Hill & Associates
Maryland
$6K +$5.39K +67 New
VFA
263
Valeo Financial Advisors
Indiana
$5K -$886 -11 -15%
APA
264
American Portfolios Advisors
New York
$4.78K -$44.3K -550 -91%
IFAM
265
Institutional & Family Asset Management
Colorado
$4K
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$4K
ETC
267
Exchange Traded Concepts
Oklahoma
$4K +$3.62K +45 New
SMFS
268
Squar Milner Financial Services
California
$4K +$4.75K +59 New
IAS
269
IMA Advisory Services
Colorado
$3K
FRA
270
Front Row Advisors
California
$3K +$81 +1 +3%
WCM
271
Wealthcare Capital Management
Virginia
$3K +$3.22K +40 New
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$2K
GAM
273
Gemmer Asset Management
California
$2K
PWMG
274
Prestige Wealth Management Group
New Jersey
$2K +$1.53K +19 New
GWS
275
Glassman Wealth Services
Virginia
$1K +$483 +6 New