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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$8K
DI
252
Disciplined Investments
Oklahoma
$7K +$5.59K +150 New
S
253
SignatureFD
Georgia
$6K
LWA
254
Lenox Wealth Advisors
New York
$5K -$6.74K -181 -63%
SWM
255
Sugarloaf Wealth Management
Georgia
$5K +$3.73K +100 New
ZB
256
Zions Bancorporation
Utah
$4K -$1.86K -50 -36%
WEC
257
Winslow Evans & Crocker
Massachusetts
$4K
PA
258
Parallel Advisors
California
$3K -$6.52K -175 -74%
GRP
259
Global Retirement Partners
California
$3K
PCG
260
Private Capital Group
Connecticut
$3K +$1.12K +30 +59%
IA
261
IFP Advisors
Florida
$3K +$2.57K +69 New
SBL
262
Sargent Bickham Lagudis
Colorado
$2K -$12.6K -337 -91%
BRC
263
Bell Rock Capital
Delaware
$2K
EARNEST Partners
264
EARNEST Partners
Georgia
$2K
AWM
265
Atticus Wealth Management
Florida
$2K +$1.53K +41 New
CMA
266
Cedar Mountain Advisors
Oregon
$2K +$1.75K +47 New
PA
267
PSI Advisors
Florida
$2K +$1.86K +50 New
TPCW
268
TD Private Client Wealth
New York
$1.93K +$1.56K +42 New
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1K -$857 -23 -42%
TFO
270
Tarbox Family Office
California
$1K
MAM
271
Meeder Asset Management
Ohio
$1K +$410 +11 +65%
OPS
272
Orion Portfolio Solutions
Nebraska
$1K +$1.04K +28 New
SWA
273
Sutton Wealth Advisors
Florida
$827 -$75 -2 -10%
AWA
274
Arkadios Wealth Advisors
Georgia
$362 +$261 +7 New
FCH
275
Freestone Capital Holdings
Washington
$217 +$176K +4,726 New