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Name Holding Trade Value Shares
Change
Change in
Stake
GM
301
GeoWealth Management
Illinois
$107K +$15.3K +1,825 +15%
FIA
302
Foundations Investment Advisors
Arizona
$106K -$62.6K -7,467 -35%
NWAG
303
Net Worth Advisory Group
Utah
$106K -$5.15K -614 -4%
AU
304
AlphaGrep UK
$104K -$44K -5,250 -28%
PS
305
Principal Securities
Iowa
$103K -$10.9K -1,299 -9%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$103K -$40K -4,775 -26%
ACA
307
Atlas Capital Advisors
Wyoming
$102K -$337K -40,205 -75%
VA
308
VestGen Advisors
Illinois
$101K -$26K -3,098 -19%
FFA
309
Florida Financial Advisors
Florida
$99.7K +$109K +12,949 New
TH
310
TCTC Holdings
Texas
$98.9K +$2.1K +250 +2%
MFG
311
Merit Financial Group
Georgia
$98.5K -$53.1K -6,332 -33%
KBC Group
312
KBC Group
Belgium
$98K
CAM
313
Cidel Asset Management
Ontario, Canada
$95K
SC
314
Scotia Capital
Ontario, Canada
$94.9K -$14.6K -1,742 -12%
AWM
315
AE Wealth Management
Kansas
$93.4K -$5.49K -654 -5%
SFI
316
Siemens Fonds Invest
Germany
$92.8K
UPS
317
UHLMANN PRICE SECURITIES
Illinois
$92.4K +$101K +12,000 New
SYBT
318
Stock Yards Bank & Trust
Kentucky
$92.4K
SWA
319
Strategies Wealth Advisors
Michigan
$92.4K
KFA
320
Kelleher Financial Advisors
New York
$91.6K +$74.9K +8,929 +300%
IFS
321
Ifrah Financial Services
Arkansas
$91.3K -$503 -60 -0.5%
PAG
322
Private Advisor Group
New Jersey
$91.3K +$99.5K +11,859 New
ZIM
323
Zacks Investment Management
Illinois
$90K +$98K +11,683 New
BCWM
324
Bartlett & Co Wealth Management
Ohio
$87.8K +$914 +109 +1%
D.E. Shaw & Co
325
D.E. Shaw & Co
New York
$87K +$94.8K +11,300 New