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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
676
B. Riley Wealth Advisors
Florida
$244K -$2.82K -87 -1%
GWM
677
Geneos Wealth Management
Colorado
$242K +$121K +3,720 +101%
RFC
678
Regions Financial Corp
Alabama
$239K -$1.98K -61 -0.9%
CGL
679
Clarius Group LLC
Washington
$239K +$229K +7,066 New
DFG
680
Demars Financial Group
Washington
$237K +$227K +6,990 New
WAM
681
Wealthspire Advisors (Maryland)
Maryland
$236K +$226K +6,957 New
EH
682
Equitable Holdings
New York
$236K +$226K +6,971 New
CFB
683
Cullen/Frost Bankers
Texas
$233K +$70.4K +2,171 +46%
AF
684
Advisornet Financial
Minnesota
$231K +$71.4K +2,200 +47%
ZCM
685
Ziegler Capital Management
Illinois
$230K -$16.3M -503,190 -99%
Vanguard Personalized Indexing Management
686
Vanguard Personalized Indexing Management
California
$229K +$219K +6,758 New
EAM
687
Evanson Asset Management
California
$226K +$216K +6,662 New
RA
688
RFG Advisory
Alabama
$225K +$215K +6,642 New
QCM
689
Quest Capital Management
Texas
$224K -$48.5K -1,494 -18%
HAG
690
HighPoint Advisor Group
Illinois
$224K -$25.6K -789 -11%
CA
691
Clearstead Advisors
Ohio
$224K – – –
Lido Advisors
692
Lido Advisors
California
$223K -$1.52M -46,944 -88%
VFA
693
Valeo Financial Advisors
Indiana
$222K -$1.78K -55 -0.8%
WB
694
WesBanco Bank
West Virginia
$221K +$212K +6,532 New
FTC
695
Farmers Trust Company
Ohio
$217K +$208K +6,415 New
CCM
696
Covington Capital Management
California
$214K +$25.9K +800 +14%
CAM
697
ClariVest Asset Management
California
$213K +$201K +6,184 +5,285%
SAM
698
SignalPoint Asset Management
Missouri
$213K +$204K +6,300 New
HWMG
699
Hurlow Wealth Management Group
Indiana
$212K +$973 +30 +0.5%
Cetera Investment Advisers
700
Cetera Investment Advisers
Illinois
$210K +$201K +6,204 New