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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$4K
SL
252
Savior LLC
Massachusetts
$4K
TWA
253
TCI Wealth Advisors
Arizona
$4K
EFSCE
254
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.58K +10 +56%
NNP
255
Nachman Norwood & Parrott
South Carolina
$4K +$4.26K +27 New
BFEC
256
Benjamin F. Edwards & Company
Missouri
$3K -$25.6K -162 -89%
VFA
257
Valeo Financial Advisors
Indiana
$3K -$8.37K -53 -73%
BWA
258
BDO Wealth Advisors
Florida
$3K +$2.84K +18 New
FCH
259
Freestone Capital Holdings
Washington
$2.41K +$2.37K +15 New
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$2K +$158 +1 +8%
CFN
261
Cordasco Financial Network
Florida
$1K
CAW
262
Cornerstone Advisors (Washington)
Washington
$1K
GWS
263
Glassman Wealth Services
Virginia
$1K
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$1K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$1K +$632 +4 New
PFWA
266
Paces Ferry Wealth Advisors
Georgia
$1K +$790 +5 New
SSB
267
Sandy Spring Bank
Maryland
$1K +$948 +6 New
GGPE
268
Golden Gate Private Equity
California
-$12.5M -89,000 Closed
EAM
269
Eagle Asset Management
Florida
-$9.1M -64,700 Closed
Axa
270
Axa
France
-$7.02M -49,804 Closed
MSE
271
MUFG Securities EMEA
United Kingdom
-$5.79M -41,100 Closed
ECM
272
ExodusPoint Capital Management
New York
-$1.93M -13,719 Closed
MSL
273
Mackay Shields LLC
New York
-$1.77M -12,558 Closed
AL
274
AJO LP
Pennsylvania
-$1.77M -12,551 Closed
AssetMark Inc
275
AssetMark Inc
California
-$696K -4,934 Closed