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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
851
Parkside Financial Bank & Trust
Missouri
$445K +$127K +596 +44%
IB
852
Intrust Bank
Kansas
$442K -$15.7K -74 -4%
NAMM
853
NorthStar Asset Management (Massachusetts)
Massachusetts
$442K – – –
KF
854
Krilogy Financial
Missouri
$440K -$497K -2,337 -55%
WCP
855
Welch Capital Partners
New York
$440K +$21.9K +103 +6%
PWM
856
Palumbo Wealth Management
New York
$437K +$1.91K +9 +0.5%
CCT
857
Country Club Trust
Missouri
$436K +$166K +783 +71%
GVAG
858
Great Valley Advisor Group
Delaware
$433K -$9.78K -46 -2%
Los Angeles Capital Management
859
Los Angeles Capital Management
California
$432K -$43.4K -204 -10%
FF
860
FourThought Financial
Florida
$431K -$17.6K -83 -4%
HVIA
861
Hudson Valley Investment Advisors
New York
$431K -$2.55K -12 -0.6%
PIM
862
Perpetual Investment Management
Australia
$429K – – –
RIM
863
Regent Investment Management
Kentucky
$428K -$19.3K -91 -5%
CT
864
Caldwell Trust
Florida
$425K -$20.2K -95 -5%
SBIA
865
Sheaff Brock Investment Advisors
Indiana
$420K -$4.89K -23 -1%
RWP
866
RWA Wealth Partners
Massachusetts
$418K – – –
TC
867
Telemus Capital
Michigan
$415K -$9.56K -45 -2%
LAM
868
Lingohr Asset Management
Germany
$415K – – –
SAM
869
Synergy Asset Management
Washington
$415K +$81.8K +385 +27%
JGGDR
870
JGP Global Gestao de Recursos
Brazil
$414K -$638 -3 -0.2%
PWM
871
Paulson Wealth Management
Illinois
$412K – – –
OWA
872
Outlook Wealth Advisors
Texas
$410K +$31.2K +147 +9%
VAS
873
Vestmark Advisory Solutions
Massachusetts
$410K +$86.9K +409 +30%
AAS
874
Ameritas Advisory Services
Nebraska
$410K +$379K +1,784 New
TWC
875
TD Waterhouse Canada
Ontario, Canada
$407K +$370K +1,741 New