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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
101
Zions Bancorporation
Utah
$49K -$1.79K -60 -4%
OIA
102
OneDigital Investment Advisors
Kansas
$47K +$44.7K +1,500 New
QI
103
QS Investors
New York
$46K – – –
CB
104
CNB Bank
Pennsylvania
$42K – – –
LFG
105
LifePlan Financial Group
Ohio
$37K – – –
THWM
106
Taylor Hoffman Wealth Management
Virginia
$37K – – –
CTC
107
Central Trust Company
Missouri
$31K – – –
GI
108
Gradient Investments
Minnesota
$30K +$179 +6 +0.6%
GWM
109
Geneos Wealth Management
Colorado
$28K – – –
JCM
110
Jacobi Capital Management
Pennsylvania
$26K – – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$17K – – –
US Bancorp
112
US Bancorp
Minnesota
$16K – – –
EWM
113
Executive Wealth Management
Michigan
$16K +$14.9K +500 New
FNB
114
Farmers National Bank
Kentucky
$16K +$14.9K +500 New
SMFS
115
Squar Milner Financial Services
California
$12K – – –
FANJ
116
Financial Architects (New Jersey)
New Jersey
$11K – – –
PA
117
Parallel Advisors
California
$8K – – –
FHA
118
Flagship Harbor Advisors
Massachusetts
$7K -$3.1K -104 -32%
CFGS
119
Concourse Financial Group Securities
Alabama
$4K +$60 +2 +1%
GRP
120
Global Retirement Partners
California
$3K – – –
POIA
121
Pin Oak Investment Advisors
Texas
$2K – – –
BMM
122
Buffington Mohr McNeal
Idaho
$2K +$1.64K +55 New
GI
123
GS Investments
Minnesota
$623 +$596 +20 New
IECM
124
Intrinsic Edge Capital Management
Illinois
– -$12.9M -475,178 Closed
VAIA
125
Virtus Alternative Investment Advisers
Connecticut
– -$7.56M -278,000 Closed