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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
476
Silvant Capital Management
Georgia
$51K – – –
MAM
477
Marquette Asset Management
Minnesota
$51K +$48.8K +700 New
NWM
478
Northwest Wealth Management
Iowa
$49K – – –
BCWM
479
Bartlett & Co Wealth Management
Ohio
$47.4K – – –
TCOV
480
Trust Company of Vermont
Vermont
$47K -$14.1K -202 -24%
BC
481
Bartlett & Co
Ohio
$47K – – –
VFA
482
Valeo Financial Advisors
Indiana
$47K – – –
OAM
483
Oppenheimer Asset Management
New York
$46K -$1.88K -27 -4%
LF
484
Lee Financial
Texas
$45K – – –
MIP
485
Mondrian Investment Partners
United Kingdom
$45K – – –
Rockefeller Capital Management
486
Rockefeller Capital Management
New York
$45K +$42.2K +605 New
SIS
487
Sound Income Strategies
Florida
$44K – – –
AS
488
Altshuler Shaham
Israel
$44K +$42K +603 New
GI
489
Gradient Investments
Minnesota
$43K -$17.4K -250 -30%
LFG
490
Larson Financial Group
Missouri
$42K +$17.6K +252 +78%
BEI
491
Benjamin Edwards Inc
Missouri
$42K +$39.4K +566 New
AIC
492
Ameritas Investment Company
Nebraska
$41K -$58.1K -834 -60%
IDBONY
493
Israel Discount Bank of New York
New York
$40K – – –
KFS
494
Kelly Financial Services
Massachusetts
$36.8K +$34.8K +500 New
IF
495
Ironwood Financial
Arizona
$35K – – –
BCA
496
Berman Capital Advisors
Georgia
$35K +$4.18K +60 +14%
BFC
497
Bedel Financial Consulting
Indiana
$34K – – –
CFB
498
Cullen/Frost Bankers
Texas
$34K +$31.6K +453 New
AIM
499
Anchor Investment Management
South Carolina
$33.7K +$209 +3 +0.7%
IFA
500
Interactive Financial Advisors
Illinois
$33K +$30.9K +444 New