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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$253K -$23.5K -735 -8%
RFC
227
Regions Financial Corp
Alabama
$250K +$19.2K +600 +8%
V
228
Veritable
Delaware
$250K +$275K +8,579 New
CCIA
229
Cherry Creek Investment Advisors
Colorado
$249K +$6.02K +188 +2%
WIA
230
World Investment Advisors
California
$248K
CW
231
CreativeOne Wealth
Kansas
$248K +$16.7K +522 +7%
PGFC
232
Peapack-Gladstone Financial Corp
New Jersey
$243K +$2.75K +86 +1%
SGCA
233
Steel Grove Capital Advisors
Tennessee
$241K -$46.4K -1,450 -15%
FW
234
FirstPurpose Wealth
Utah
$241K +$1.06K +33 +0.4%
CCB
235
Country Club Bank
Missouri
$238K
WA
236
Wealth Alliance
New York
$235K -$155K -4,854 -38%
CPC
237
Cookson Peirce & Co
Pennsylvania
$233K
NDSI
238
Newman Dignan & Sheerar Inc
Rhode Island
$233K
PGAM
239
Princeton Global Asset Management
New Jersey
$232K +$255K +7,957 New
BWL
240
Bogart Wealth LLC
Virginia
$231K
SMH
241
Sanders Morris Harris
Texas
$230K
AO
242
Advisor OS
Illinois
$226K
APA
243
American Portfolios Advisors
New York
$224K -$55.5K -1,732 -18%
SSWM
244
Smith Salley Wealth Management
North Carolina
$224K +$246K +7,690 New
WLPWM
245
Walled Lake Planning & Wealth Management
Illinois
$223K
NA
246
NewEdge Advisors
Louisiana
$222K +$244K +7,614 New
Luther King Capital Management (LKCM)
247
Luther King Capital Management (LKCM)
Texas
$220K
BCM
248
Brookstone Capital Management
Illinois
$219K +$236K +7,379 New
BBP
249
Banco BTG Pactual
Brazil
$219K +$240K +7,500 New
AFP
250
Ausdal Financial Partners
Iowa
$212K +$7.3K +228 +3%