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WhiteHorse Finance

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$302K +$9.54K +782 +3%
PI
27
Putnam Investments
Massachusetts
$302K +$25.9K +2,120 +10%
Osaic Holdings
28
Osaic Holdings
Arizona
$274K -$252K -20,699 -49%
IA
29
IFP Advisors
Florida
$262K
BTI
30
Blue Trust Inc
Georgia
$238K +$24.3K +1,994 +12%
AAS
31
Avantax Advisory Services
Texas
$230K +$7.17K +588 +3%
N
32
Natixis
France
$229K +$8.38K +687 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$210K +$2.45K +201 +1%
Canada Life
34
Canada Life
Manitoba, Canada
$207K +$5.56K +456 +3%
RJT
35
Raymond James Trust
Florida
$184K +$174K +14,298 New
PIA
36
Powell Investment Advisors
Florida
$146K
BTWM
37
Baker Tilly Wealth Management
Wisconsin
$141K
TC
38
TownSquare Capital
Utah
$141K +$134K +11,000 New
DC
39
Davenport & Co
Virginia
$141K
Citadel Advisors
40
Citadel Advisors
Florida
$129K -$398K -32,673 -76%
LSV Asset Management
41
LSV Asset Management
Illinois
$127K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$81K -$1.38K -113 -2%
AA
43
Ancora Advisors
Ohio
$38.5K
Wells Fargo
44
Wells Fargo
California
$34.7K -$6.95K -570 -17%
JP Morgan Chase
45
JP Morgan Chase
New York
$30K -$24 -2 -0.1%
HI
46
Harbour Investments
Wisconsin
$27.5K +$720 +59 +3%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$26K -$18.3K -1,500 -43%
BWS
48
Buck Wealth Strategies
Colorado
$7.38K +$7.01K +575 New
FFA
49
Farther Finance Advisors
California
$6.42K
DAM
50
Delta Asset Management
Tennessee
$1.48K