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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
126
Jacobi Capital Management
Pennsylvania
$16K
PCP
127
Proficio Capital Partners
Massachusetts
$15K +$15.4K +287 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$14K -$623K -11,638 -98%
AssetMark Inc
129
AssetMark Inc
California
$12K -$99.8K -1,865 -90%
PCG
130
Private Capital Group
Connecticut
$9K
TAIM
131
TD Ameritrade Investment Management
Nebraska
$8K +$1.12K +21 +17%
RFA
132
Reilly Financial Advisors
California
$7K
ST
133
Smithfield Trust
Pennsylvania
$7K
FHA
134
First Horizon Advisors
Tennessee
$7K +$54 +1 +0.8%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$7K +$1.55K +29 +29%
BL
136
Balentine LLC
Georgia
$6K -$15.5K -290 -71%
GRP
137
Global Retirement Partners
California
$6K -$1.77K -33 -24%
PA
138
Parallel Advisors
California
$6K +$2.35K +44 +68%
JP Morgan Chase
139
JP Morgan Chase
New York
$5K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$5K +$3.05K +57 +197%
ASN
141
Advisory Services Network
Georgia
$4K
VFA
142
Valeo Financial Advisors
Indiana
$4K
W
143
WealthStone
Ohio
$3.82K +$3.85K +72 New
QI
144
QS Investors
New York
$3K
WTC
145
WhitTier Trust Company
Nevada
$3K
PW
146
Price Wealth
Texas
$3K +$2.84K +53 New
SPIA
147
Steward Partners Investment Advisory
New York
$3K +$3.48K +65 New
BCA
148
Berman Capital Advisors
Georgia
$2K -$14.1K -263 -83%
GAM
149
Gemmer Asset Management
California
$2K -$2.94K -55 -54%
NFG
150
Next Financial Group
Texas
$2K