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Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$7K
QCG
252
Quadrant Capital Group
Ohio
$7K
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$7K
RIA
254
Realta Investment Advisors
Delaware
$7K +$7.23K +200 New
RCAG
255
Rehmann Capital Advisory Group
Michigan
$6.69K
MNBTD
256
Moody National Bank Trust Division
Texas
$6K
FHA
257
Flagship Harbor Advisors
Massachusetts
$5K -$12.1K -334 -70%
EWM
258
Executive Wealth Management
Michigan
$5K
GAM
259
Gemmer Asset Management
California
$5K +$217 +6 +5%
APA
260
American Portfolios Advisors
New York
$4.07K
RWA
261
Ropes Wealth Advisors
Massachusetts
$4K
TFS
262
TrustCore Financial Services
Tennessee
$4K +$4.52K +125 New
SF
263
Synovus Financial
Georgia
$3K
FGAM
264
Financial Gravity Asset Management
Texas
$3K +$3.47K +96 New
FANJ
265
Financial Architects (New Jersey)
New Jersey
$2K
EI
266
Ellevest Inc
New York
$2K +$2.35K +65 New
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.28M -63,184 -100%
PCG
268
Private Capital Group
Connecticut
$1K
TWA
269
TCI Wealth Advisors
Arizona
$1K
CAW
270
Cornerstone Advisors (Washington)
Washington
$1K +$868 +24 New
AIA
271
Alera Investment Advisors
Illinois
$1K +$1.16K +32 New
ZB
272
Zions Bancorporation
Utah
$1K +$1.23K +34 New
ED
273
Exane Derivatives
France
$69 -$155K -4,298 -100%
Schroder Investment Management Group
274
Schroder Investment Management Group
United Kingdom
-$35.3M -1,008,803 Closed
PCM
275
Portolan Capital Management
Massachusetts
-$19.3M -551,114 Closed