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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
176
Personal CFO Solutions
New Jersey
$222K -$1.2K -37 -0.5%
PSP
177
Principal Street Partners
Tennessee
$215K +$214K +6,585 New
LFA
178
Legacy Financial Advisors
Kentucky
$212K +$210K +6,478 New
GWM
179
Geneos Wealth Management
Colorado
$209K -$9.02K -278 -4%
OL
180
Optas LLC
Texas
$207K +$162 +5 +0.1%
CG
181
Caprock Group
Idaho
$206K +$5.68K +175 +3%
SGA
182
Strategic Global Advisors
California
$204K +$203K +6,247 New
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$193K +$55.7K +1,717 +41%
LC
184
Lindbrook Capital
California
$190K +$44K +1,357 +30%
CG
185
Cutler Group
California
$177K -$19.9K -613 -10%
SSG
186
Summit Securities Group
New York
$150K – – –
New York State Common Retirement Fund
187
New York State Common Retirement Fund
New York
$144K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$135K +$26.5K +817 +25%
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$134K -$30.8K -950 -19%
MHR
190
Matthew Hamilton Rosenberg
$125K – – –
SPIA
191
Steward Partners Investment Advisory
New York
$124K +$32.4K +1,000 +36%
VVP
192
Venture Visionary Partners
Ohio
$103K +$103K +3,165 New
CJL
193
Cyrus J. Lawrence
New York
$100K – – –
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.3K -$1.62K -50 -2%
GWS
195
Glassman Wealth Services
Virginia
$82K +$5.55K +171 +7%
ACM
196
Aquatic Capital Management
Illinois
$82K +$81.1K +2,500 New
HNB
197
Huntington National Bank
Ohio
$79K – – –
HWA
198
HHM Wealth Advisors
Tennessee
$65K +$18.7K +576 +41%
SWM
199
Selective Wealth Management
Virginia
$62K – – –
VFA
200
Valeo Financial Advisors
Indiana
$54K +$53.1K +1,638 New