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Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
1201
Legacy Wealth Management (Mississippi)
Mississippi
$1.38M +$43.5K +107 +3%
GKFF
1202
George Kaiser Family Foundation
Oklahoma
$1.38M
WWM
1203
WT Wealth Management
Arizona
$1.38M -$151K -370 -9%
SP
1204
Symmetry Partners
Connecticut
$1.38M -$20.8K -51 -1%
MWM
1205
Mission Wealth Management
California
$1.37M +$276K +679 +22%
TFA
1206
Transamerica Financial Advisors
Florida
$1.37M +$1.52M +3,736 New
LMKC
1207
L.M. Kohn & Company
Ohio
$1.36M +$72K +177 +5%
HH
1208
Hilltop Holdings
Texas
$1.36M -$52.5K -129 -3%
ANBT
1209
American National Bank & Trust
Texas
$1.36M +$1.3M +3,193 +612%
TEC
1210
Tiger Eye Capital
Tennessee
$1.36M
DCM
1211
Decatur Capital Management
Georgia
$1.35M -$1.32M -3,247 -47%
AS
1212
Akuna Securities
Illinois
$1.35M +$1.5M +3,692 New
DF
1213
Donoghue Forlines
Massachusetts
$1.35M -$101K -247 -6%
PWMAG
1214
Pinnacle Wealth Management Advisory Group
New Jersey
$1.35M -$8.14K -20 -0.5%
IC
1215
Intersect Capital
California
$1.35M +$101K +247 +7%
CA
1216
CV Advisors
Florida
$1.35M -$174K -428 -10%
KF
1217
Krilogy Financial
Missouri
$1.34M -$5.7K -14 -0.4%
FBFS
1218
First Business Financial Services
Wisconsin
$1.33M +$1.48M +3,644 New
SSI
1219
Scott & Selber Inc
Texas
$1.32M -$14.2K -35 -1%
GWSG
1220
GPS Wealth Strategies Group
Colorado
$1.32M -$76.5K -188 -5%
PTC
1221
Private Trust Company
Ohio
$1.31M -$1.6M -3,928 -52%
BONH
1222
Bank of New Hampshire
New Hampshire
$1.31M +$260K +638 +22%
SI
1223
Scharf Investments
California
$1.31M -$116K -284 -7%
ACM
1224
Ashford Capital Management
Delaware
$1.3M -$1.56M -3,827 -52%
JCM
1225
Jacobsen Capital Management
Utah
$1.3M -$50.9K -125 -3%