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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
226
Cedar Mountain Advisors
Oregon
$11K +$11.5K +75 New
CHC
227
City Holding Co
West Virginia
$9K
IA
228
IFP Advisors
Florida
$8K
LWCFA
229
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
NFG
230
Next Financial Group
Texas
$6K -$143K -933 -96%
QCG
231
Quadrant Capital Group
Ohio
$5K
EWM
232
EPG Wealth Management
Georgia
$5K +$5.37K +35 New
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$4K -$12K -78 -73%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$4K
FCM
235
Firestone Capital Management
Florida
$4K +$4.14K +27 New
VFA
236
Valeo Financial Advisors
Indiana
$3K
SL
237
Savior LLC
Massachusetts
$3K +$3.38K +22 New
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$154 -1 -11%
GRP
239
Global Retirement Partners
California
$1K
FQ
240
First Quadrant
California
-$3.08M -21,086 Closed
American Century Companies
241
American Century Companies
Missouri
-$2.54M -17,377 Closed
DF
242
Donoghue Forlines
Massachusetts
-$2.32M -15,845 Closed
CI
243
Cigna Investments
Connecticut
-$1.31M -8,117 Closed
JG
244
Jefferies Group
New York
-$1.1M -7,502 Closed
WCM
245
Weld Capital Management
New York
-$742K -5,078 Closed
OAM
246
Oxford Asset Management
United Kingdom
-$624K -4,270 Closed
Jane Street
247
Jane Street
New York
-$464K -3,176 Closed
Squarepoint
248
Squarepoint
New York
-$410K -2,806 Closed
SCM
249
Stevens Capital Management
Pennsylvania
-$405K -2,769 Closed
VAS
250
Vestmark Advisory Solutions
Massachusetts
-$357K -2,445 Closed