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TransUnion

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
201
Mosaic Family Wealth
Missouri
$92K +$88.7K +1,939 New
SQA
202
Simon Quick Advisors
New Jersey
$92K +$89.2K +1,950 New
FPFS
203
First Personal Financial Services
North Carolina
$91K -$43.1K -943 -33%
BL
204
Balentine LLC
Georgia
$79K
AG
205
Advisor Group
Arizona
$73K +$12.8K +280 +22%
PCM
206
Prelude Capital Management
New York
$66K
IIC
207
Integrated Investment Consultants
Michigan
$56K +$12.2K +267 +29%
RWA
208
Ropes Wealth Advisors
Massachusetts
$48K
AIL
209
AGF Investments LLC
Ontario, Canada
$45K +$41.2K +900 New
IA
210
IFP Advisors
Florida
$34K +$21.4K +468 +193%
FHA
211
First Horizon Advisors
Tennessee
$23K +$22.5K +493 New
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$21K -$3.16K -69 -14%
EWM
213
Evercore Wealth Management
New York
$20K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$19K
GEA
215
Glen Eagle Advisors
New Jersey
$17.5K
PCP
216
Proficio Capital Partners
Massachusetts
$14K
HNB
217
Huntington National Bank
Ohio
$13K -$26.3K -576 -67%
PMFA
218
Plante Moran Financial Advisors
Michigan
$13K +$12.5K +274 New
LF
219
Lee Financial
Texas
$12K
TDC
220
Thompson Davis & Co
Virginia
$12K +$2.61K +57 +28%
ASN
221
Advisory Services Network
Georgia
$7K
PWM
222
Perigon Wealth Management
California
$5K +$4.57K +100 New
CCA
223
Catalyst Capital Advisors
New York
$4K
SIM
224
Sonora Investment Management
Arizona
$2.84K
QI
225
QS Investors
New York
$2K