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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
301
Realta Investment Advisors
Delaware
$8K – – –
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$7K – – –
GRP
303
Global Retirement Partners
California
$7K – – –
LWANC
304
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
LFG
305
LifePlan Financial Group
Ohio
$7K – – –
PMFA
306
Plante Moran Financial Advisors
Michigan
$7K – – –
TL
307
TrueWealth LLC
Georgia
$7K – – –
TFS
308
TrustCore Financial Services
Tennessee
$7K – – –
GEA
309
Glen Eagle Advisors
New Jersey
$6.83K – – –
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$6K +$3.27K +25 +156%
WTC
311
WhitTier Trust Company
Nevada
$5K – – –
GSWM
312
Golden State Wealth Management
California
$4K – – –
NFG
313
Next Financial Group
Texas
$4K – – –
LWM
314
Liberty Wealth Management
California
$3K – – –
ME
315
McIlrath & Eck
Washington
$3K – – –
TAIM
316
TD Ameritrade Investment Management
Nebraska
$3K +$3.27K +25 New
SA
317
SRH Advisors
Kansas
$2K – – –
VNA
318
Valley National Advisers
Pennsylvania
$2K – – –
PWMG
319
Prestige Wealth Management Group
New Jersey
$2K +$2.1K +16 New
KFS
320
Kelly Financial Services
Massachusetts
$1.73K – – –
WA
321
WestEnd Advisors
North Carolina
$1.07K +$1.05K +8 New
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SIAP
323
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K – – –
TFA
324
Toth Financial Advisory
Virginia
$1K +$1.31K +10 New
MWNA
325
Marshall Wace North America
New York
– -$27.8M -224,212 Closed