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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
601
Cullen/Frost Bankers
Texas
$34K -$5.5K -113 -13%
GRP
602
Global Retirement Partners
California
$34K +$2.44K +50 +7%
PA
603
Parallel Advisors
California
$34K +$7.6K +156 +25%
BFEC
604
Benjamin F. Edwards & Company
Missouri
$33K -$54.9K -1,128 -59%
BAMG
605
Brand Asset Management Group
Missouri
$30K
RFA
606
Reilly Financial Advisors
California
$30K
BCA
607
Berman Capital Advisors
Georgia
$29K -$18.9K -389 -36%
GWM
608
Geneos Wealth Management
Colorado
$29K
JCM
609
Jacobi Capital Management
Pennsylvania
$29K
CFG
610
Citizens Financial Group
Rhode Island
$27K +$12.8K +262 +72%
KPCM
611
Kings Point Capital Management
New York
$26K
NSIM
612
North Star Investment Management
Illinois
$26K +$29.2K +600 New
CLOS
613
Compagnie Lombard Odier SCmA
Switzerland
$25K
SAM
614
Shamrock Asset Management
Texas
$23K
ZB
615
Zions Bancorporation
Utah
$22K -$6.14K -126 -20%
SFSIG
616
San Francisco Sentry Investment Group
California
$21K -$212K -4,358 -90%
FHA
617
Flagship Harbor Advisors
Massachusetts
$21K -$36.7K -753 -60%
VFA
618
Valeo Financial Advisors
Indiana
$21K +$4.97K +102 +27%
LC
619
Lindbrook Capital
California
$19K -$7.84K -161 -27%
FNBOSM
620
First National Bank of South Miami
Florida
$19K -$1.8K -37 -8%
LWM
621
Lenox Wealth Management
Ohio
$19K +$8.38K +172 +63%
MAM
622
Meeder Asset Management
Ohio
$18K +$12.4K +255 +149%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$17.4K +$19.6K +402 New
WPW
624
Winthrop Partners - WNY
New York
$17.3K
WTC
625
WhitTier Trust Company
Nevada
$17K -$487 -10 -2%