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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
926
Kings Point Capital Management
New York
$132K – – –
IBOK
927
Independence Bank of Kentucky
Kentucky
$131K -$19.6K -120 -14%
ARMT
928
Amica Retiree Medical Trust
Rhode Island
$122K – – –
HI
929
Hudock Inc
Pennsylvania
$121K +$819 +5 +0.7%
GRP
930
Global Retirement Partners
California
$118K +$101K +619 +910%
M
931
MOTCO
Texas
$117K +$37.5K +229 +50%
PB
932
Pinnacle Bancorp
Nebraska
$113K – – –
HI
933
Human Investing
Oregon
$112K – – –
CFA
934
Carroll Financial Associates
North Carolina
$110K – – –
IWA
935
Intercontinental Wealth Advisors
Texas
$110K +$105K +640 New
PCG
936
Private Capital Group
Connecticut
$109K -$96.6K -590 -42%
MF
937
Manchester Financial
California
$108K +$103K +629 New
FWM
938
Focused Wealth Management
New York
$103K – – –
IRC
939
Investors Research Corp
Georgia
$103K – – –
IFAM
940
Institutional & Family Asset Management
Colorado
$100K +$5.4K +33 +6%
ZB
941
Zions Bancorporation
Utah
$99K +$4.26K +26 +5%
AIM
942
Advantage Investment Management
Iowa
$97K -$9.17K -56 -9%
WTC
943
WhitTier Trust Company
Nevada
$96K – – –
MA
944
MCF Advisors
Kentucky
$92K – – –
PWP
945
Personal Wealth Partners
Minnesota
$91K +$87.1K +532 New
KOCAA
946
Knights of Columbus Asset Advisors
Connecticut
$88K +$84.3K +515 New
CFGS
947
Concourse Financial Group Securities
Alabama
$87K -$40.4K -247 -33%
BWP
948
Baldwin Wealth Partners
Massachusetts
$85K – – –
MRCM
949
M&R Capital Management
New Jersey
$85K – – –
FANJ
950
Financial Architects (New Jersey)
New Jersey
$83K – – –