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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
351
Pinnacle Financial Partners (Tennessee)
Tennessee
$211K
AWM
352
Apollon Wealth Management
South Carolina
$211K +$207K +444 New
DWT
353
Dorsey & Whitney Trust
South Dakota
$210K
GT
354
Glenmede Trust
Pennsylvania
$210K -$8.38K -18 -4%
CCA
355
Checchi Capital Advisers
California
$207K
BPA
356
Beacon Pointe Advisors
California
$206K +$38.2K +82 +23%
OTL
357
Oak Thistle LLC
New York
$205K +$202K +433 New
CAM
358
Claret Asset Management
Quebec, Canada
$203K +$15.4K +33 +8%
LI
359
LRI Investments
Florida
$183K +$180K +386 New
AF
360
Advisornet Financial
Minnesota
$181K -$2.79K -6 -2%
VWM
361
Venturi Wealth Management
Texas
$172K +$146K +314 +654%
VC
362
Vestor Capital
Illinois
$158K
AF
363
Allworth Financial
California
$151K +$17.7K +38 +14%
PS
364
Principal Securities
Iowa
$148K -$6.05K -13 -4%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$145K -$7.45K -16 -5%
NA
366
NewEdge Advisors
Louisiana
$143K -$822K -1,764 -85%
AssetMark Inc
367
AssetMark Inc
California
$142K
LOIP
368
Live Oak Investment Partners
Texas
$142K
HIIFS
369
Harel Insurance Investments & Financial Services
Israel
$135K +$21.4K +46 +19%
PPC
370
Park Place Capital
Alabama
$127K -$7.92K -17 -6%
JWM
371
Janiczek Wealth Management
Colorado
$125K +$19.6K +42 +19%
EBA
372
Eagle Bay Advisors
New York
$113K -$11.6K -25 -10%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$110K +$10.2K +22 +10%
S
374
SignatureFD
Georgia
$108K -$31.2K -67 -23%
C
375
Covestor
United Kingdom
$97K