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SF

Stifel
SF

Name Holding Trade Value Shares
Change 		Change in
Stake
C
326
Covestor
United Kingdom
$20K +$9.51K +198 +83%
GRP
327
Global Retirement Partners
California
$18K +$21.3K +444 New
ZIG
328
Zullo Investment Group
Pennsylvania
$15K – – –
ACM
329
Aquatic Capital Management
Illinois
$14K +$14.4K +300 New
SBL
330
Sargent Bickham Lagudis
Colorado
$14K +$14.4K +300 New
SSB
331
Sandy Spring Bank
Maryland
$13K – – –
LWA
332
Lenox Wealth Advisors
New York
$12K – – –
HCP
333
Hexagon Capital Partners
Arkansas
$9K – – –
ST
334
Sageworth Trust
Pennsylvania
$9K – – –
QC
335
Quent Capital
New York
$8K – – –
ZB
336
Zions Bancorporation
Utah
$7K +$7.59K +158 New
CFO
337
CVA Family Office
Colorado
$5K – – –
DA
338
Denali Advisors
California
$5K – – –
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$720 +15 +14%
JWA
340
JFS Wealth Advisors
Pennsylvania
$5K +$3.22K +67 +134%
CWC
341
Carolinas Wealth Consulting
North Carolina
$4K – – –
MAM
342
Meeder Asset Management
Ohio
$4K +$4.46K +93 New
TSW
343
Thompson Siegel & Walmsley
Virginia
$3K -$3.6K -75 -50%
SWM
344
Spire Wealth Management
Virginia
$3K +$3.27K +68 New
HH
345
HWG Holdings
Texas
$3K +$3.46K +72 New
CI
346
Cordant Inc
Oregon
$3K +$3.7K +77 New
AF
347
Allworth Financial
California
$2K -$20K -417 -92%
GWS
348
Glassman Wealth Services
Virginia
$2K -$1.54K -32 -47%
AAP
349
Arax Advisory Partners
Colorado
$2K – – –
CAM
350
ClariVest Asset Management
California
$2K – – –
12 13
14
15 16