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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
101
Pathstone Family Office
New Jersey
$50K -$3.53K -95 -7%
LC
102
Lindbrook Capital
California
$46K +$34.2K +919 +347%
SFS
103
Sowell Financial Services
Arkansas
$42K
EI
104
Ellevest Inc
New York
$33K +$29.9K +803 +2,294%
GRP
105
Global Retirement Partners
California
$31K +$3.46K +93 +14%
GWM
106
Geneos Wealth Management
Colorado
$26K -$1.6K -43 -6%
BL
107
Balentine LLC
Georgia
$25K +$23.5K +633 New
MHR
108
Matthew Hamilton Rosenberg
$23K +$22.3K +600 New
JWA
109
JFS Wealth Advisors
Pennsylvania
$18K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K -$42.9K -1,153 -75%
JP Morgan Chase
111
JP Morgan Chase
New York
$14K +$1.04K +28 +9%
ZB
112
Zions Bancorporation
Utah
$13K +$6.43K +173 +102%
TIM
113
Tortoise Investment Management
New York
$12K
VFA
114
Valeo Financial Advisors
Indiana
$10K +$409 +11 +5%
PCM
115
Prelude Capital Management
New York
$10K +$9.6K +258 New
BCA
116
Berman Capital Advisors
Georgia
$9K +$5.73K +154 +148%
BFC
117
Bedel Financial Consulting
Indiana
$8K
Deutsche Bank
118
Deutsche Bank
Germany
$7K -$723K -19,440 -99%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$7K
CAN
120
Cetera Advisor Networks
California
$7K +$6.36K +171 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$7K +$6.47K +174 New
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$483 -13 -10%
SPIA
123
Steward Partners Investment Advisory
New York
$4K
IA
124
IFP Advisors
Florida
$3K -$744 -20 -22%
EWM
125
Endurance Wealth Management
Rhode Island
$3K