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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$33K +$2.34K +115 +9%
CG
227
Cutler Group
California
$29K +$14.5K +715 +143%
EWA
228
Evolution Wealth Advisors
Florida
$25K +$20.3K +1,000 New
MLFP
229
MPS Loria Financial Planners
Illinois
$24K
GWM
230
Geneos Wealth Management
Colorado
$23K +$1.59K +78 +13%
WT
231
Washington Trust
Rhode Island
$22K -$29.7K -1,458 -62%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$22K
Loomis, Sayles & Company
233
Loomis, Sayles & Company
Massachusetts
$19K +$15.7K +773 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$17K +$12.2K +600 +600%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$16K +$13.2K +650 New
TC
236
Trust Company
Kansas
$15K
IWMWV
237
Ironwood Wealth Management (West Virginia)
West Virginia
$15K +$12.3K +605 New
IA
238
IFP Advisors
Florida
$13K -$5K -246 -32%
KPCM
239
Kings Point Capital Management
New York
$13K +$11.1K +545 New
CT
240
Caldwell Trust
Florida
$12.3K
SPIA
241
Steward Partners Investment Advisory
New York
$12K -$2.03K -100 -17%
QCG
242
Quadrant Capital Group
Ohio
$12K
SN
243
Sittner & Nelson
Oregon
$12K +$9.89K +486 New
MA
244
Montag & Associates
Georgia
$11K +$8.79K +432 New
ME
245
McIlrath & Eck
Washington
$10K
TF
246
TimeScale Financial
Massachusetts
$9K +$61 +3 +0.8%
PA
247
Parallel Advisors
California
$9K +$3.62K +178 +101%
FPS
248
Fieldpoint Private Securities
Connecticut
$8K +$6.82K +335 New
Parallax Volatility Advisers
249
Parallax Volatility Advisers
California
$8K +$6.82K +335 New
ASN
250
Advisory Services Network
Georgia
$7K -$2.08K -102 -26%