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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
126
Reilly Financial Advisors
California
$23K
QCG
127
Quadrant Capital Group
Ohio
$21K +$2.32K +1,160 +11%
IA
128
IFP Advisors
Florida
$19K
FGC
129
Financial Gravity Companies
Texas
$18K +$17.4K +8,712 New
SPIA
130
Steward Partners Investment Advisory
New York
$14K
TFS
131
TrustCore Financial Services
Tennessee
$12K +$11.6K +5,781 New
AIS
132
Accurate Investment Solutions
Pennsylvania
$8K
AG
133
Advisor Group
Arizona
$7K +$4.94K +2,472 +275%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$6K +$4.54K +2,272 +516%
VFA
135
Valeo Financial Advisors
Indiana
$5K -$544 -272 -11%
WC
136
Whitnell & Co
Illinois
$5K +$4.49K +2,245 New
BBHC
137
Brown Brothers Harriman & Co
New York
$5K +$4.8K +2,400 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$4K +$3.7K +1,851 New
EFSCE
139
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
LIA
140
LS Investment Advisors
Michigan
$3K
FAIM
141
Financial Advocates Investment Management
Washington
$3K +$3.2K +1,600 New
STA
142
Summit Trail Advisors
New York
$3K +$3.27K +1,637 New
FHA
143
First Horizon Advisors
Tennessee
$2K
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$2K
AssetMark Inc
145
AssetMark Inc
California
$1K
SI
146
Sensato Investors
California
-$3.25M -1,525,333 Closed
Credit Agricole
147
Credit Agricole
France
-$1.42M -667,280 Closed
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
-$566K -265,723 Closed
NFA
149
Nationwide Fund Advisors
Ohio
-$314K -147,344 Closed
Bank of New York Mellon
150
Bank of New York Mellon
New York
-$232K -109,120 Closed