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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
676
Geneos Wealth Management
Colorado
$242K +$121K +3,720 +101%
RFC
677
Regions Financial Corp
Alabama
$239K -$1.98K -61 -0.9%
CGL
678
Clarius Group LLC
Washington
$239K +$229K +7,066 New
DFG
679
Demars Financial Group
Washington
$237K +$227K +6,990 New
WAM
680
Wealthspire Advisors (Maryland)
Maryland
$236K +$226K +6,957 New
EH
681
Equitable Holdings
New York
$236K +$226K +6,971 New
CFB
682
Cullen/Frost Bankers
Texas
$233K +$70.4K +2,171 +46%
AF
683
Advisornet Financial
Minnesota
$231K +$71.4K +2,200 +47%
ZCM
684
Ziegler Capital Management
Illinois
$230K -$16.3M -503,190 -99%
Vanguard Personalized Indexing Management
685
Vanguard Personalized Indexing Management
California
$229K +$219K +6,758 New
EAM
686
Evanson Asset Management
California
$226K +$216K +6,662 New
RA
687
RFG Advisory
Alabama
$225K +$215K +6,642 New
QCM
688
Quest Capital Management
Texas
$224K -$48.5K -1,494 -18%
HAG
689
HighPoint Advisor Group
Illinois
$224K -$25.6K -789 -11%
CA
690
Clearstead Advisors
Ohio
$224K
Lido Advisors
691
Lido Advisors
California
$223K -$1.52M -46,944 -88%
VFA
692
Valeo Financial Advisors
Indiana
$222K -$1.78K -55 -0.8%
WB
693
WesBanco Bank
West Virginia
$221K +$212K +6,532 New
FTC
694
Farmers Trust Company
Ohio
$217K +$208K +6,415 New
CCM
695
Covington Capital Management
California
$214K +$25.9K +800 +14%
CAM
696
ClariVest Asset Management
California
$213K +$201K +6,184 +5,285%
SAM
697
SignalPoint Asset Management
Missouri
$213K +$204K +6,300 New
HWMG
698
Hurlow Wealth Management Group
Indiana
$212K +$973 +30 +0.5%
Cetera Investment Advisers
699
Cetera Investment Advisers
Illinois
$210K +$201K +6,204 New
FWM
700
Frontier Wealth Management
Missouri
$209K +$200K +6,169 New