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Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
251
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$8K – – –
DI
253
Disciplined Investments
Oklahoma
$7K +$5.59K +150 New
S
254
SignatureFD
Georgia
$6K – – –
LWA
255
Lenox Wealth Advisors
New York
$5K -$6.74K -181 -63%
SWM
256
Sugarloaf Wealth Management
Georgia
$5K +$3.73K +100 New
ZB
257
Zions Bancorporation
Utah
$4K -$1.86K -50 -36%
WEC
258
Winslow Evans & Crocker
Massachusetts
$4K – – –
PA
259
Parallel Advisors
California
$3K -$6.52K -175 -74%
GRP
260
Global Retirement Partners
California
$3K – – –
PCG
261
Private Capital Group
Connecticut
$3K +$1.12K +30 +59%
IA
262
IFP Advisors
Florida
$3K +$2.57K +69 New
SBL
263
Sargent Bickham Lagudis
Colorado
$2K -$12.6K -337 -91%
BRC
264
Bell Rock Capital
Delaware
$2K – – –
EARNEST Partners
265
EARNEST Partners
Georgia
$2K – – –
AWM
266
Atticus Wealth Management
Florida
$2K +$1.53K +41 New
CMA
267
Cedar Mountain Advisors
Oregon
$2K +$1.75K +47 New
PA
268
PSI Advisors
Florida
$2K +$1.86K +50 New
TPCW
269
TD Private Client Wealth
New York
$1.93K +$1.56K +42 New
PFBT
270
Parkside Financial Bank & Trust
Missouri
$1K -$857 -23 -42%
TFO
271
Tarbox Family Office
California
$1K – – –
MAM
272
Meeder Asset Management
Ohio
$1K +$410 +11 +65%
OPS
273
Orion Portfolio Solutions
Nebraska
$1K +$1.04K +28 New
SWA
274
Sutton Wealth Advisors
Florida
$827 -$75 -2 -10%
AWA
275
Arkadios Wealth Advisors
Georgia
$362 +$261 +7 New