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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$55K +$41.3K +154 +302%
PK
402
Pflug Koory
Nebraska
$54K – – –
VFA
403
Valeo Financial Advisors
Indiana
$54K +$28.4K +106 +84%
RFC
404
Regions Financial Corp
Alabama
$48K +$1.34K +5 +3%
OWA
405
One Wealth Advisors
California
$43K -$1.07K -4 -2%
QAM
406
QCI Asset Management
New York
$40K – – –
WT
407
Whittier Trust
California
$40K – – –
SWM
408
SeaCrest Wealth Management
New York
$39K – – –
ASN
409
Advisory Services Network
Georgia
$37K -$478K -1,783 -93%
SIAS
410
Shine Investment Advisory Services
Colorado
$37K +$37.3K +139 New
IWP
411
Icon Wealth Partners
Texas
$36K +$35.9K +134 New
GRP
412
Global Retirement Partners
California
$35K – – –
CBOA
413
Commonwealth Bank of Australia
Australia
$34K +$5.63K +21 +19%
QT
414
Quantbot Technologies
New York
$32K +$32.7K +122 New
CC
415
Claybrook Capital
Massachusetts
$27K – – –
IA
416
IFP Advisors
Florida
$25K +$11.5K +43 +86%
WEC
417
Winslow Evans & Crocker
Massachusetts
$24K – – –
Simplex Trading
418
Simplex Trading
Illinois
$22K -$1.34M -4,992 -98%
CPIG
419
Chicago Partners Investment Group
Illinois
$20K – – –
GWM
420
Geneos Wealth Management
Colorado
$20K +$20.4K +76 New
GI
421
Gradient Investments
Minnesota
$18K -$321K -1,198 -95%
QCG
422
Quadrant Capital Group
Ohio
$16K – – –
TL
423
TrueWealth LLC
Georgia
$13K +$13.4K +50 New
CTC
424
Central Trust Company
Missouri
$12K +$11.5K +43 New
CHC
425
City Holding Co
West Virginia
$11K – – –