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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$80K -$11.9K -238 -14%
S
252
SignatureFD
Georgia
$79K +$6.26K +125 +9%
AF
253
Advisornet Financial
Minnesota
$55K – – –
RFC
254
Regions Financial Corp
Alabama
$51K +$44.3K +885 +1,029%
APP
255
Avantax Planning Partners
Iowa
$51K +$48.6K +970 New
GWS
256
Glassman Wealth Services
Virginia
$45K +$42.2K +842 New
PCM
257
Penserra Capital Management
California
$41K -$16.2K -323 -29%
TPWA
258
TRUE Private Wealth Advisors
Oregon
$37.2K +$35.1K +701 New
EWM
259
Endurance Wealth Management
Rhode Island
$32K – – –
CCMIC
260
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$31K -$12M -240,142 -100%
BWP
261
Baldwin Wealth Partners
Massachusetts
$31K – – –
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K – – –
PCG
263
Private Capital Group
Connecticut
$23K -$2.6K -52 -10%
BFEC
264
Benjamin F. Edwards & Company
Missouri
$22K – – –
ZB
265
Zions Bancorporation
Utah
$22K +$20.4K +407 New
OSNBOA
266
Old Second National Bank of Aurora
Illinois
$21K – – –
CCMW
267
Cypress Capital Management (Wyoming)
Wyoming
$21K +$16.2K +323 +482%
MIP
268
Mondrian Investment Partners
United Kingdom
$20K -$2.1K -42 -12%
JCM
269
Jacobi Capital Management
Pennsylvania
$20K – – –
HIM
270
Hillsdale Investment Management
Ontario, Canada
$19K +$851 +17 +5%
LWM
271
Lenox Wealth Management
Ohio
$19K +$1.7K +34 +11%
CFGS
272
Concourse Financial Group Securities
Alabama
$19K +$17.6K +352 New
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$4.91K +98 +47%
ACS
274
Archford Capital Strategies
Illinois
$15K -$9.21K -184 -40%
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$14K – – –