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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$25K
AF
302
Advisornet Financial
Minnesota
$25K +$2.49K +12 +11%
CFB
303
Cullen/Frost Bankers
Texas
$25K +$25.3K +122 New
FHA
304
Flagship Harbor Advisors
Massachusetts
$24K
FIA
305
FNY Investment Advisers
New York
$21K +$22.2K +107 New
OIA
306
Optimum Investment Advisors
Illinois
$20K
VCM
307
Vigilant Capital Management
Maine
$20K
VFA
308
Valeo Financial Advisors
Indiana
$20K +$20.7K +100 New
HNB
309
Huntington National Bank
Ohio
$16K
CAC
310
Certified Advisory Corp
Florida
$16K +$16.6K +80 New
FHA
311
First Horizon Advisors
Tennessee
$15K -$17K -82 -52%
ADL
312
Asset Dedication LLC
California
$15K
GAM
313
Gemmer Asset Management
California
$15K
PCG
314
Private Capital Group
Connecticut
$12K -$9.94K -48 -44%
TCM
315
Tradewinds Capital Management
Washington
$10K
QCG
316
Quadrant Capital Group
Ohio
$9K
EWA
317
Evolution Wealth Advisors
Florida
$9K +$9.73K +47 New
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$8K
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$7K
CI
320
CX Institutional
Indiana
$7K +$7.46K +36 New
JFGIW
321
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$7.66K +37 New
RWA
322
Ropes Wealth Advisors
Massachusetts
$6K
ST
323
Smithfield Trust
Pennsylvania
$6K
EARNEST Partners
324
EARNEST Partners
Georgia
$5K
PWP
325
Personal Wealth Partners
Minnesota
$5K