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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$8K +$8.2K +139 New
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$354 -6 -5%
First Horizon Advisors
153
First Horizon Advisors
Tennessee
$6K -$3.42K -58 -38%
Steward Partners Investment Advisory
154
Steward Partners Investment Advisory
New York
$6K – – –
Global Retirement Partners
155
Global Retirement Partners
California
$6K +$6.02K +102 New
AF
156
Advisornet Financial
Minnesota
$5K – – –
Arax Advisory Partners
157
Arax Advisory Partners
Colorado
$5K +$4.19K +71 +507%
FF
158
FourThought Financial
Florida
$4K – – –
EW
159
Evoke Wealth
California
$4K +$59 +1 +1%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$3K – – –
PCG
161
Private Capital Group
Connecticut
$3K +$3.36K +57 New
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$2K – – –
RWM
163
Raffa Wealth Management
District of Columbia
$1.9K – – –
DHGWA
164
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K -$2.48K -42 -66%
FMP
165
Financial Management Professionals
Texas
$1K – – –
GAM
166
Gemmer Asset Management
California
$1K – – –
WPWM
167
Western Pacific Wealth Management
Illinois
$1K – – –
Prospera Financial Services
168
Prospera Financial Services
Texas
$1K +$944 +16 New
T
169
TCWP
Ohio
$1K +$1.24K +21 New
Clark Capital Management Group
170
Clark Capital Management Group
Pennsylvania
– -$43.9M -753,482 Closed
Nuveen
171
Nuveen
North Carolina
– -$6.67M -114,408 Closed
CAM
172
Chou Associates Management
Ontario, Canada
– -$1.22M -21,000 Closed
MPM
173
MBB Public Markets
Illinois
– -$1.16M -19,944 Closed
Exencial Wealth Advisors
174
Exencial Wealth Advisors
Oklahoma
– -$808K -13,855 Closed
HT
175
HAP Trading
New York
– -$675K -11,574 Closed