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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Stratos Wealth Partners
Ohio
$228K -$41.9K -348 -15%
PNC
502
Park National Corp
Ohio
$228K – – –
SCM
503
Shelton Capital Management
Colorado
$228K +$231K +1,920 New
WHG
504
Westwood Holdings Group
Texas
$225K -$13.1K -109 -5%
SOAMC
505
Spirit of America Management Corp
New York
$225K – – –
OIA
506
OneDigital Investment Advisors
Kansas
$224K -$188K -1,559 -45%
EP
507
Edgestream Partners
New Jersey
$221K -$4.3M -35,724 -95%
V
508
Veritable
Delaware
$218K +$1.44K +12 +0.7%
MCC
509
Money Concepts Capital
Florida
$213K +$216K +1,792 New
WI
510
Wahed Invest
New York
$211K -$3.37K -28 -2%
FFM
511
Forum Financial Management
Illinois
$209K +$7.7K +64 +4%
IC
512
IEQ Capital
California
$209K +$212K +1,758 New
1IA
513
1620 Investment Advisors
Massachusetts
$208K – – –
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$207K +$210K +1,743 New
CST
515
Charles Schwab Trust
Nevada
$205K – – –
BWA
516
BDO Wealth Advisors
Florida
$203K -$14.9K -124 -7%
ACS
517
Archford Capital Strategies
Illinois
$200K -$45.5K -378 -18%
JWCA
518
J.W. Cole Advisors
Florida
$200K +$203K +1,687 New
Fifth Third Bancorp
519
Fifth Third Bancorp
Ohio
$196K +$52.1K +433 +35%
AP
520
Atwood & Palmer
Missouri
$193K +$3.01K +25 +2%
FDCDDQ
521
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K +$40.4K +336 +26%
APP
522
Alpha Paradigm Partners
Illinois
$189K -$164K -1,364 -46%
Simplex Trading
523
Simplex Trading
Illinois
$171K +$174K +1,447 New
CFB
524
Cullen/Frost Bankers
Texas
$159K – – –
NFSG
525
Newbridge Financial Services Group
Florida
$158K +$3.85K +32 +2%