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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1101
Oakworth Capital
Alabama
$39K -$2.92K -17 -7%
OIA
1102
OneDigital Investment Advisors
Kansas
$38K +$860 +5 +2%
FCB
1103
First Command Bank
Texas
$37K
FCFS
1104
First Command Financial Services
Texas
$37K
AF
1105
Allworth Financial
California
$37K +$4.3K +25 +13%
1IA
1106
1834 Investment Advisors
Wisconsin
$36K +$35.3K +205 New
FPS
1107
Fieldpoint Private Securities
Connecticut
$35K -$1.34M -7,807 -98%
CFG
1108
CKW Financial Group
Hawaii
$35K
CA
1109
Crewe Advisors
Utah
$35K +$34.4K +200 New
PCM
1110
Poehling Capital Management
Wisconsin
$35K +$34.4K +200 New
WPA
1111
West Paces Advisors
Georgia
$33.6K -$10.2K -59 -24%
PCM
1112
Prelude Capital Management
New York
$31K +$30.1K +175 New
FMII
1113
Farmers & Merchants Investments Inc
Nebraska
$30K +$3.96K +23 +16%
GTAM
1114
Global Trust Asset Management
Florida
$30K +$29.1K +169 New
AP
1115
Atwood & Palmer
Missouri
$26K
SAM
1116
Shamrock Asset Management
Texas
$26K
TIM
1117
Tortoise Investment Management
New York
$26K
AWM
1118
Avondale Wealth Management
Texas
$26K +$25.8K +150 New
KF
1119
Krilogy Financial
Missouri
$24K
AWM
1120
Avior Wealth Management
Nebraska
$24K +$1.89K +11 +9%
TDC
1121
Thompson Davis & Co
Virginia
$22K -$5.5K -32 -20%
IP
1122
Isthmus Partners
Wisconsin
$22K
SP
1123
SWS Partners
Ohio
$22K +$21.3K +124 New
AIL
1124
AGF Investments LLC
Ontario, Canada
$21K -$40.9K -238 -67%
VCM
1125
Versant Capital Management
Arizona
$19K