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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1051
CX Institutional
Indiana
$8K -$1.09M -6,206 -99%
AP
1052
Americana Partners
Texas
$8K +$7.92K +45 New
SNT
1053
Security National Trust
West Virginia
$8K +$8.1K +46 New
OC
1054
Oakworth Capital
Alabama
$7K – – –
ED
1055
Exane Derivatives
France
$6.21K – – –
BL
1056
Balentine LLC
Georgia
$6K -$133K -754 -96%
AF
1057
Allworth Financial
California
$6K – – –
HR
1058
Howe & Rusling
New York
$6K – – –
LFG
1059
Larson Financial Group
Missouri
$6K – – –
ME
1060
McIlrath & Eck
Washington
$6K – – –
SIS
1061
Sound Income Strategies
Florida
$6K – – –
LWM
1062
Liberty Wealth Management
California
$5K – – –
SWM
1063
Selective Wealth Management
Virginia
$5K +$176 +1 +4%
SMFS
1064
Squar Milner Financial Services
California
$5K +$4.93K +28 New
FMP
1065
Financial Management Professionals
Texas
$5K +$5.28K +30 New
LFG
1066
LifePlan Financial Group
Ohio
$4K – – –
SC
1067
Skylands Capital
Wisconsin
$4K – – –
EWA
1068
Evolution Wealth Advisors
Florida
$4K +$704 +4 +19%
GWS
1069
Glassman Wealth Services
Virginia
$4K +$1.06K +6 +32%
GFPC
1070
Global Financial Private Client
Florida
$3.58K +$3.52K +20 New
Boston Partners
1071
Boston Partners
Massachusetts
$3K – – –
Kayne Anderson Rudnick Investment Management
1072
Kayne Anderson Rudnick Investment Management
California
$3K – – –
WCG
1073
Weaver Consulting Group
California
$3K – – –
CHA
1074
Carmichael Hill & Associates
Maryland
$3K +$2.46K +14 New
WCM
1075
Wealthcare Capital Management
Virginia
$3K +$2.46K +14 New