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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
451
Stratos Investment Management
Ohio
$6.03M +$134K +625 +3%
ATC
452
Argent Trust Co
Tennessee
$5.99M -$25K -117 -0.5%
KJWM
453
Kiley Juergens Wealth Management
Washington
$5.98M -$19.7K -92 -0.4%
IAN
454
Integrated Advisors Network
Texas
$5.97M +$72.9K +341 +2%
ANBT
455
American National Bank & Trust
Texas
$5.97M -$791K -3,699 -14%
SSA
456
Sierra Summit Advisors
Nevada
$5.94M +$4.87M +22,790 New
DAS
457
Dynamic Advisor Solutions
Arizona
$5.9M +$58.8K +275 +1%
STAS
458
Strong Tower Advisory Services
Minnesota
$5.9M +$72.9K +341 +2%
BOC
459
Barbara Oil Co
Illinois
$5.86M
NIM
460
Needham Investment Management
New York
$5.86M
GAM
461
Gotham Asset Management
New York
$5.86M -$8.21M -38,379 -63%
TC
462
TownSquare Capital
Utah
$5.84M -$4.65M -21,730 -49%
IFG
463
Independent Financial Group
California
$5.83M +$335K +1,568 +8%
CCM
464
Coldstream Capital Management
Washington
$5.8M +$65.7K +307 +1%
KWA
465
Kingswood Wealth Advisors
California
$5.78M +$2.14M +9,993 +82%
KWM
466
Kingsview Wealth Management
Oregon
$5.78M +$655K +3,061 +16%
AWM
467
Apollon Wealth Management
South Carolina
$5.78M +$617K +2,884 +15%
KFP
468
KMG Fiduciary Partners
Ohio
$5.74M +$215K +1,005 +5%
AA
469
Apriem Advisors
California
$5.72M +$1.77M +8,268 +60%
CFB
470
Cullen/Frost Bankers
Texas
$5.72M -$212K -992 -4%
BCM
471
Beck Capital Management
Texas
$5.69M +$91.5K +428 +2%
RCM
472
Ratan Capital Management
Florida
$5.66M +$4.64M +21,700 New
AAM
473
Advisors Asset Management
Colorado
$5.64M -$323K -1,512 -7%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$5.64M -$31.4K -147 -0.7%
GAB
475
German American Bancorp
Indiana
$5.6M +$103K +481 +2%