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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SeaCrest Wealth Management
New York
$245K +$234K +3,376 New
CAN
227
Cetera Advisor Networks
California
$244K +$232K +3,360 New
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$226K +$50K +723 +30%
JWCA
229
J.W. Cole Advisors
Florida
$208K -$131K -1,898 -40%
CT
230
Chicago Trust
Illinois
$204K +$194K +2,800 New
AA
231
Ancora Advisors
Ohio
$167K +$48.4K +700 +44%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$162K +$154K +2,226 New
SM
233
SG3 Management
Puerto Rico
$145K +$138K +2,000 New
AssetMark Inc
234
AssetMark Inc
California
$123K +$73.4K +1,061 +168%
GWM
235
Geneos Wealth Management
Colorado
$112K +$107K +1,551 New
CMF
236
Counterpoint Mutual Funds
California
$87K +$82.7K +1,195 New
KFA
237
Krane Funds Advisors
New York
$85K +$81.3K +1,175 New
DCM
238
Dupont Capital Management
Delaware
$80K +$76.4K +1,104 New
ETC
239
Exchange Traded Concepts
Oklahoma
$68K +$64.8K +937 New
SOW
240
State of Wyoming
Wyoming
$67K -$20.3K -293 -24%
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$57K +$40.5K +585 +293%
AWM
242
Accel Wealth Management
Iowa
$57K +$55.3K +800 New
Macquarie Group
243
Macquarie Group
Australia
$41K +$38.9K +563 New
EDRH
244
Edmond de Rothschild Holding
Switzerland
$40K +$38.5K +556 New
FMP
245
Financial Management Professionals
Texas
$35K +$13.8K +200 +72%
CFB
246
Cullen/Frost Bankers
Texas
$29K +$27.7K +400 New
IA
247
IFP Advisors
Florida
$26K -$16K -231 -10%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$25K
PB
249
Pinnacle Bancorp
Nebraska
$25K
SIC
250
SJS Investment Consulting
Ohio
$18K +$17.3K +250 New