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Name Holding Trade Value Shares
Change
Change in
Stake
EW
226
Evoke Wealth
California
$76K
CQS
227
Credential Qtrade Securities
$62.4K -$25.5K -1,193 -31%
WT
228
Whittier Trust
California
$53K +$30.2K +1,414 +168%
SPIA
229
Steward Partners Investment Advisory
New York
$49.2K +$21 +1 +0%
EFSCE
230
Enterprise Financial Services Corp (EFSC)
Missouri
$48K
VFA
231
Valeo Financial Advisors
Indiana
$48K
EVM
232
Eaton Vance Management
Massachusetts
$47K +$41.9K +1,957 New
MFM
233
MD Financial Management
Ontario, Canada
$44K +$39.6K +1,850 New
AW
234
Avion Wealth
Texas
$38K
PA
235
Parallel Advisors
California
$37K
ZB
236
Zions Bancorporation
Utah
$32K -$5.97K -279 -17%
PG
237
Proffitt & Goodson
Tennessee
$29K +$8.56K +400 +50%
EARNEST Partners
238
EARNEST Partners
Georgia
$26K
KFI
239
Key Financial Inc
Pennsylvania
$24K
BCA
240
Berman Capital Advisors
Georgia
$23K +$3.94K +184 +23%
AIC
241
Ameritas Investment Company
Nebraska
$19.5K +$17.5K +819 New
BCV
242
Banque Cantonale Vaudoise
Switzerland
$19K
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$16K -$1.9K -89 -12%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$14K
SFS
245
Sowell Financial Services
Arkansas
$14K
SAM
246
Storebrand Asset Management
Norway
$13.4K -$209K -9,772 -95%
AF
247
Allworth Financial
California
$13K +$10.3K +480 +632%
GLLW
248
Graves Light Lenhart Wealth
Virginia
$11K
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$10K
JWM
250
Janiczek Wealth Management
Colorado
$10K