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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
476
Bartlett & Co Wealth Management
Ohio
$40.7K – – –
CIM
477
Centersquare Investment Management
Pennsylvania
$40K – – –
ZB
478
Zions Bancorporation
Utah
$40K +$39.6K +629 New
CAC
479
Certified Advisory Corp
Florida
$38K – – –
CFGS
480
Concourse Financial Group Securities
Alabama
$38K +$37.4K +594 New
RMC
481
Resources Management Corp
Connecticut
$37K +$37.8K +600 New
WSTAM
482
Wilbanks Smith & Thomas Asset Management
Virginia
$36K +$35.8K +569 New
KA
483
Kaizen Advisory
Illinois
$35K – – –
JA
484
JOYN Advisors
Georgia
$35K +$189 +3 +0.6%
IDBONY
485
Israel Discount Bank of New York
New York
$34K -$13.9K -220 -29%
LFA
486
Legacy Financial Advisors
Kentucky
$34K – – –
PSC
487
Prentiss Smith & Co
Vermont
$32K – – –
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$32K +$18.4K +292 +135%
BFC
489
Bedel Financial Consulting
Indiana
$29K – – –
AIM
490
Anchor Investment Management
South Carolina
$28.6K +$252 +4 +0.9%
CTB
491
Country Trust Bank
Illinois
$27K – – –
VCM
492
Versant Capital Management
Arizona
$26K -$882 -14 -3%
BAM
493
Barrett Asset Management
New York
$25K – – –
OIA
494
Optimum Investment Advisors
Illinois
$25K – – –
WTB
495
Washington Trust Bank
Washington
$25K – – –
TG
496
TLP Group
Illinois
$25K +$25.2K +400 New
HWA
497
Heritage Wealth Advisors
Virginia
$25K +$25.8K +410 New
JWA
498
JFS Wealth Advisors
Pennsylvania
$23K +$126 +2 +0.5%
FHB
499
First Hawaiian Bank
Hawaii
$22K +$22.6K +359 New
FCB
500
First Command Bank
Texas
$20K +$20.2K +320 New