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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
176
Golden State Wealth Management
California
$7K +$7.22K +171 New
SBL
177
Sargent Bickham Lagudis
Colorado
$6K
SMFS
178
Squar Milner Financial Services
California
$6K +$6.42K +152 New
WAM
179
Wealthspire Advisors (Maryland)
Maryland
$5K -$4.39K -104 -45%
VFA
180
Valeo Financial Advisors
Indiana
$5K +$803 +19 +19%
RFC
181
Regions Financial Corp
Alabama
$4K -$211 -5 -5%
WTC
182
WhitTier Trust Company
Nevada
$4K
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.22K +100 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$3K -$6.46K -153 -67%
1832 Asset Management
185
1832 Asset Management
Ontario, Canada
$3K
LWA
186
Lenox Wealth Advisors
New York
$3K
ZB
187
Zions Bancorporation
Utah
$3K
FRA
188
Front Row Advisors
California
$3K +$254 +6 +10%
GRP
189
Global Retirement Partners
California
$3K +$2.87K +68 New
APA
190
American Portfolios Advisors
New York
$2.91K
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$2K -$8.41K -199 -87%
GWM
192
Geneos Wealth Management
Colorado
$2K
WEC
193
Winslow Evans & Crocker
Massachusetts
$2K +$1.65K +39 New
IA
194
IFP Advisors
Florida
$1K -$12.5K -295 -95%
AC
195
Avestar Capital
New York
$1K
Fidelity Investments
196
Fidelity Investments
Massachusetts
$1K
NFG
197
Next Financial Group
Texas
$1K
AF
198
Allworth Financial
California
$1K +$887 +21 New
NFH
199
NEXT Financial Holdings
Texas
$1K +$1.27K +30 New
HighTower Advisors
200
HighTower Advisors
Illinois
-$2.63M -59,400 Closed