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LEA

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
351
Advisory Services Network
Georgia
$14K -$7.37K -64 -27%
GWM
352
Geneos Wealth Management
Colorado
$14K – – –
NFG
353
Next Financial Group
Texas
$13K -$10.4K -90 -37%
FHA
354
First Horizon Advisors
Tennessee
$13K -$1.04K -9 -5%
GT
355
Glenmede Trust
Pennsylvania
$13K – – –
LWANC
356
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
BFEC
357
Benjamin F. Edwards & Company
Missouri
$10K – – –
GAM
358
Gemmer Asset Management
California
$10K +$13.5K +117 New
RMC
359
Resources Management Corp
Connecticut
$9K -$5.64K -49 -31%
VEA
360
Virtus ETF Advisers
New York
$9K -$230 -2 -2%
PCG
361
Private Capital Group
Connecticut
$9K +$13.1K +114 New
GCM
362
Gables Capital Management
Florida
$8K – – –
GRP
363
Global Retirement Partners
California
$8K – – –
SWM
364
Sugarloaf Wealth Management
Georgia
$8K – – –
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$1.5K +13 +14%
AIM
366
AIA Investment Management
Singapore
$7K – – –
EI
367
Ellevest Inc
New York
$7K +$1.84K +16 +25%
FP
368
Financial Perspectives
Minnesota
$6.99K +$115 +1 +1%
CI
369
CX Institutional
Indiana
$6K -$785K -6,817 -99%
CBT
370
Capital Bank & Trust
California
$6K -$8.06K -70 -49%
CFG
371
Citizens Financial Group
Rhode Island
$6K +$8.06K +70 New
AW
372
Alpha Windward
Massachusetts
$5K -$456K -3,960 -99%
TAIM
373
TD Ameritrade Investment Management
Nebraska
$5K -$21.9K -190 -76%
VFA
374
Valeo Financial Advisors
Indiana
$5K -$8.41K -73 -57%
CWP
375
CFM Wealth Partners
Texas
$5K – – –
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15
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