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Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
501
First Command Financial Services
Texas
$26K
ZB
502
Zions Bancorporation
Utah
$25K +$437 +18 +2%
AIM
503
Achmea Investment Management
Netherlands
$25K +$27K +1,111 New
FGAM
504
Financial Gravity Asset Management
Texas
$23K
KFI
505
Key Financial Inc
Pennsylvania
$23K +$24.1K +991 New
MMG
506
Monetary Management Group
Missouri
$23K +$24.3K +1,000 New
SIM
507
Sonora Investment Management
Arizona
$23K +$24.3K +1,000 New
PCG
508
Private Capital Group
Connecticut
$22K -$2.33K -96 -9%
CLG
509
Cooperman Leon G
$21K
DI
510
Disciplined Investments
Oklahoma
$21K
NSIM
511
North Star Investment Management
Illinois
$21K +$146 +6 +0.7%
IFAM
512
Institutional & Family Asset Management
Colorado
$20K -$340 -14 -2%
AA
513
Addison Advisors
Vermont
$20K
SSB
514
Sandy Spring Bank
Maryland
$20K
FRA
515
Front Row Advisors
California
$19K
MA
516
Montag & Associates
Georgia
$19K
PCM
517
Peregrine Capital Management
Minnesota
$18K -$2.92K -120 -13%
MGIM
518
M&G Investment Management
United Kingdom
$17.6K +$4.32M +178,003 +30%
GWM
519
Geneos Wealth Management
Colorado
$16K
FF
520
FourThought Financial
Florida
$15K -$607 -25 -4%
CAL
521
Capital Advisors Ltd
Ohio
$15K
KIG
522
Kowal Investment Group
Wisconsin
$15K +$15.8K +650 New
TFO
523
Tarbox Family Office
California
$14K
PFBT
524
Parkside Financial Bank & Trust
Missouri
$14K +$899 +37 +6%
LSA
525
Leonteq Securities AG
Switzerland
$13.2K +$14K +577 New