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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
951
Amtrust Financial Services
New York
$746K
SCM
952
Shelton Capital Management
Colorado
$743K -$766K -2,800 -36%
ISB
953
Iowa State Bank
Iowa
$743K -$28.2K -103 -2%
BA
954
Bristlecone Advisors
Washington
$743K +$37.5K +137 +3%
GC
955
Garde Capital
Washington
$742K -$128K -467 -9%
DWT
956
Dorsey & Whitney Trust
South Dakota
$741K -$171K -626 -11%
PA
957
Parallel Advisors
California
$737K -$295K -1,078 -18%
RIA
958
Realta Investment Advisors
Delaware
$736K -$177K -645 -12%
FHA
959
First Horizon Advisors
Tennessee
$736K -$67.9K -248 -5%
SWP
960
Strategic Wealth Partners
Ohio
$734K +$617K +2,254 New
RFM
961
Royal Fund Management
Florida
$731K +$27.6K +101 +2%
CFGS
962
Concourse Financial Group Securities
Alabama
$731K +$1.34M +4,900 New
KMWM
963
Keudell/Morrison Wealth Management
Oregon
$730K -$66.5K -243 -5%
SS
964
Sunbelt Securities
Texas
$725K -$1.46M -5,349 -52%
BWP
965
Bernardo Wealth Planning
Pennsylvania
$719K +$232K +848 +21%
BFA
966
Bragg Financial Advisors
North Carolina
$717K -$21.4K -78 -2%
MOS
967
MGO One Seven
Ohio
$716K -$514K -1,876 -28%
ANB
968
Amarillo National Bank
Texas
$713K
RBFC
969
Roman Butler Fullerton & Co
Missouri
$713K +$638K +2,331 +95%
BEAM
970
Baker Ellis Asset Management
Washington
$712K +$716K +2,615 +121%
IP
971
Investment Partners
Ohio
$711K -$83.8K -306 -6%
TA
972
TFG Advisers
Michigan
$711K +$78.8K +288 +6%
Koshinski Asset Management
973
Koshinski Asset Management
Illinois
$710K +$198K +725 +18%
NAM
974
NTV Asset Management
West Virginia
$709K -$608K -2,222 -32%
BPA
975
Beacon Pointe Advisors
California
$709K +$835K +3,050 +179%