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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$15K
ClearBridge Investments
227
ClearBridge Investments
New York
$14K
LFG
228
Larson Financial Group
Missouri
$14K +$11.9K +1,000 New
IA
229
IFP Advisors
Florida
$13K -$1.41K -119 -12%
GAM
230
Gemmer Asset Management
California
$13K +$119 +10 +1%
S
231
SignatureFD
Georgia
$12K -$415 -35 -4%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$12K
TFS
233
TrustCore Financial Services
Tennessee
$12K
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
OC
235
Oakworth Capital
Alabama
$9K
APA
236
American Portfolios Advisors
New York
$8.77K +$688 +58 +10%
FHA
237
First Horizon Advisors
Tennessee
$8K -$2.24K -189 -23%
CIA
238
CSat Investment Advisory
Michigan
$8K +$878 +74 +14%
RE
239
RBC Europe
United Kingdom
$7.45K
JPLA
240
Joseph P. Lucia & Associates
New York
$7K -$4.75K -400 -40%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$7K +$2.24K +189 +61%
Bessemer Group
242
Bessemer Group
New Jersey
$5K -$9.89K -834 -70%
TPCW
243
TD Private Client Wealth
New York
$4.04K +$3.54K +298 New
AF
244
Allworth Financial
California
$4K
BHWM
245
Bay Harbor Wealth Management
Maryland
$4K
CYG
246
Clean Yield Group
Vermont
$4K
GWM
247
Geneos Wealth Management
Colorado
$4K
ME
248
McIlrath & Eck
Washington
$4K
WFMPM
249
Woodley Farra Manion Portfolio Management
Indiana
$4K +$3.32K +280 New
WOC
250
West Oak Capital
California
$4K +$3.56K +300 New