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Name Holding Trade Value Shares
Change
Change in
Stake
PV
1726
Private Vista
Illinois
$537K +$531K +12,523 New
BRF
1727
B. Riley Financial
California
$534K -$33K -778 -6%
AIA
1728
Allegis Investment Advisors
Idaho
$534K -$29.6K -699 -5%
SAM
1729
SignalPoint Asset Management
Missouri
$534K -$28.6K -674 -5%
IBOK
1730
Independence Bank of Kentucky
Kentucky
$534K +$3.39K +80 +0.6%
VWM
1731
Venturi Wealth Management
Texas
$531K -$119K -2,817 -19%
VFPI
1732
Vantage Financial Partners (Illinois)
Illinois
$526K
SSP
1733
Sapphire Star Partners
Washington
$523K -$72.1K -1,700 -12%
HWA
1734
Heritage Wealth Advisors
Virginia
$523K -$6.79K -160 -1%
B
1735
Bridgeworth
Alabama
$523K +$531K +12,516 New
TWA
1736
TCI Wealth Advisors
Arizona
$521K -$68K -1,603 -12%
CAM
1737
Cypress Asset Management
Texas
$520K -$17.2K -405 -3%
TL
1738
TrueWealth LLC
Georgia
$520K -$1.31K -31 -0.3%
LFA
1739
Landmark Financial Advisors
Kentucky
$517K +$212 +5 +0%
MJP
1740
Michael J. Puzo
$515K
MCM
1741
Mengis Capital Management
Oregon
$514K -$50.9K -1,200 -9%
EFSCE
1742
Enterprise Financial Services Corp (EFSC)
Missouri
$512K +$17.1K +404 +4%
CGA
1743
Crescent Grove Advisors
Illinois
$509K +$16.4K +387 +3%
Members Trust
1744
Members Trust
Florida
$508K -$62.4K -1,472 -11%
PI
1745
Pettee Investors
Connecticut
$508K
FAM
1746
Formidable Asset Management
Ohio
$506K -$21.4K -505 -4%
FGC
1747
Financial Gravity Companies
Texas
$502K +$109K +2,575 +29%
FGAM
1748
Financial Gravity Asset Management
Texas
$502K +$484K +11,419 New
DIA
1749
Denver Investment Advisors
Colorado
$499K -$19.6K -463 -4%
VIM
1750
Vista Investment Management
Pennsylvania
$497K -$10.6K -250 -2%