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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
301
180 Wealth Advisors
Washington
$225K -$18.3K -64 -7%
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$224K +$56.8K +199 +33%
IFG
303
Independent Financial Group
California
$217K -$29.7K -104 -12%
CAM
304
Concorde Asset Management
Michigan
$214K -$806K -2,823 -79%
VAS
305
Vestmark Advisory Solutions
Massachusetts
$214K +$219K +767 New
BPB
306
Badgley, Phelps & Bell
Washington
$209K +$214K +750 New
IA
307
IndexIQ Advisors
New York
$202K +$36K +126 +21%
VFA
308
Valeo Financial Advisors
Indiana
$185K +$29.4K +103 +18%
EVM
309
Eaton Vance Management
Massachusetts
$181K +$186K +650 New
HCP
310
Hexagon Capital Partners
Arkansas
$181K +$186K +650 New
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K -$8.57K -30 -5%
RA
312
Rational Advisors
New York
$162K -$8.57K -30 -5%
ACA
313
Atlas Capital Advisors
Wyoming
$153K
SWM
314
Spire Wealth Management
Virginia
$144K +$147K +515 New
Loomis, Sayles & Company
315
Loomis, Sayles & Company
Massachusetts
$141K +$26.6K +93 +23%
ACM
316
Allred Capital Management
Texas
$130K +$133K +464 New
SFS
317
Sowell Financial Services
Arkansas
$120K +$36.6K +128 +42%
KFP
318
KB Financial Partners
New Jersey
$120K +$123K +429 New
S
319
SignatureFD
Georgia
$106K +$9.42K +33 +10%
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$104K -$5.71K -20 -5%
GWSG
321
GPS Wealth Strategies Group
Colorado
$84K +$86.8K +304 New
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$80K -$8.28K -29 -9%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$74K
TCWM
324
Total Clarity Wealth Management
Illinois
$73K +$74.3K +260 New
BCM
325
Bourgeon Capital Management
Connecticut
$70K