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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$47.3K – – –
CBT
477
Central Bank & Trust
Kentucky
$46K – – –
SCM
478
Silvant Capital Management
Georgia
$46K – – –
GLI
479
Guardian Life Insurance
New York
$45K – – –
NWM
480
Northwest Wealth Management
Iowa
$43K – – –
OAM
481
Oppenheimer Asset Management
New York
$43K +$43.7K +656 New
BCWM
482
Bartlett & Co Wealth Management
Ohio
$42K – – –
BC
483
Bartlett & Co
Ohio
$42K – – –
KA
484
Kaizen Advisory
Illinois
$42K +$6.07K +91 +16%
VFA
485
Valeo Financial Advisors
Indiana
$41K -$1.8K -27 -4%
LF
486
Lee Financial
Texas
$40K -$133K -2,000 -76%
MIP
487
Mondrian Investment Partners
United Kingdom
$40K +$40.5K +607 New
CAC
488
Certified Advisory Corp
Florida
$39K – – –
RMC
489
Resources Management Corp
Connecticut
$39K – – –
SIS
490
Sound Income Strategies
Florida
$39K +$40K +600 New
CA
491
Claro Advisors
Massachusetts
$37K +$38.5K +578 New
IDBONY
492
Israel Discount Bank of New York
New York
$36K – – –
LFA
493
Legacy Financial Advisors
Kentucky
$35K – – –
JA
494
JOYN Advisors
Georgia
$34K -$2.07K -31 -6%
NFG
495
Next Financial Group
Texas
$34K +$34.3K +515 New
PWMG
496
Prestige Wealth Management Group
New Jersey
$34K +$34.5K +517 New
IF
497
Ironwood Financial
Arizona
$31K +$32.1K +481 New
BTNA
498
Bremer Trust National Association
Minnesota
$31K +$32.3K +485 New
BFC
499
Bedel Financial Consulting
Indiana
$30K – – –
AIM
500
Anchor Investment Management
South Carolina
$29.7K +$200 +3 +0.7%