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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$43K +$44.6K +4,477 New
Osaic Holdings
102
Osaic Holdings
Arizona
$40K -$19.1K -1,918 -32%
SPIA
103
Steward Partners Investment Advisory
New York
$36K -$10.2K -1,019 -21%
FC
104
FORA Capital
Florida
$35K
LWM
105
Liberty Wealth Management
California
$22K -$30 -3 -0.1%
CI Investments Inc
106
CI Investments Inc
Ontario, Canada
$21K +$21.8K +2,183 New
AssetMark Inc
107
AssetMark Inc
California
$14K -$1.92K -193 -12%
PB
108
Pinnacle Bancorp
Nebraska
$11K +$3.42K +343 +41%
GRP
109
Global Retirement Partners
California
$8K
HIM
110
Hillsdale Investment Management
Ontario, Canada
$7K +$2.69K +270 +64%
FHC
111
First Horizon Corporation
Tennessee
$7K +$8.18K +821 New
APA
112
American Portfolios Advisors
New York
$5.1K -$35.4K -3,547 -87%
GT
113
Glenmede Trust
Pennsylvania
$5K
CFA
114
Carroll Financial Associates
North Carolina
$4K
ASN
115
Advisory Services Network
Georgia
$4K +$4.03K +404 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$3K
FHA
117
First Horizon Advisors
Tennessee
$3K
HWA
118
HHM Wealth Advisors
Tennessee
$3K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$2K
S
120
SignatureFD
Georgia
$2K
NFG
121
Next Financial Group
Texas
$1K +$997 +100 New
Two Sigma Investments
122
Two Sigma Investments
New York
-$1.94M -199,567 Closed
SSA
123
Schonfeld Strategic Advisors
New York
-$1.52M -156,120 Closed
Stifel Financial
124
Stifel Financial
Missouri
-$405K -41,618 Closed
CI
125
Capital International
California
-$391K -40,165 Closed