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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$10K
VFA
227
Valeo Financial Advisors
Indiana
$10K +$5.08K +36 +97%
CAN
228
Cetera Advisor Networks
California
$10K +$9.6K +68 New
PWP
229
Principle Wealth Partners
Connecticut
$10K +$9.6K +68 New
KPW
230
Kore Private Wealth
New York
$10K +$10K +71 New
CHC
231
City Holding Co
West Virginia
$9K
QCG
232
Quadrant Capital Group
Ohio
$9K +$1.83K +13 +25%
IA
233
IFP Advisors
Florida
$7K
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
PAG
235
Private Advisor Group
New Jersey
$5K +$4.52K +32 New
CFD
236
Creative Financial Designs
Indiana
$5K +$4.66K +33 New
HIM
237
Hillsdale Investment Management
Ontario, Canada
$4K -$2.12K -15 -33%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$4K
FCM
239
Firestone Capital Management
Florida
$4K
TWA
240
TCI Wealth Advisors
Arizona
$4K
APA
241
American Portfolios Advisors
New York
$3.1K +$3.11K +22 New
SL
242
Savior LLC
Massachusetts
$3K
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.54K +18 New
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$2K +$1.69K +12 New
CFN
245
Cordasco Financial Network
Florida
$1K
GRP
246
Global Retirement Partners
California
$1K
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$1K
GWS
248
Glassman Wealth Services
Virginia
$1K +$565 +4 New
CAW
249
Cornerstone Advisors (Washington)
Washington
$1K +$1.13K +8 New
CTA
250
Carillon Tower Advisers
Florida
-$35.7M -252,885 Closed