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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
501
HBK Sorce Advisory
Pennsylvania
$1.14M +$14.7K +136 +1%
EGM
502
Engineers Gate Manager
New York
$1.13M +$442K +4,100 +67%
CSWM
503
Cassady Schiller Wealth Management
Ohio
$1.13M +$1.09M +10,160 New
FFN
504
Focus Financial Network
Minnesota
$1.12M – – –
LFA
505
Legacy Financial Advisors
Kentucky
$1.11M -$17.7K -164 -2%
IB
506
Intrust Bank
Kansas
$1.08M +$34.9K +324 +3%
MCC
507
Money Concepts Capital
Florida
$1.08M +$1.05M +9,720 New
LHWM
508
Lake Hills Wealth Management
Texas
$1.07M +$1.04M +9,692 New
KLC
509
Knowledge Leaders Capital
Colorado
$1.07M +$101K +936 +11%
GG
510
Gleason Group
Kentucky
$1.07M +$2.15K +20 +0.2%
CFB
511
Cullen/Frost Bankers
Texas
$1.07M +$164K +1,520 +19%
IIC
512
Ironwood Investment Counsel
Arizona
$1.06M – – –
RIM
513
Redpoint Investment Management
Australia
$1.05M – – –
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M +$11.2K +104 +1%
PCA
515
Pallas Capital Advisors
Massachusetts
$1.03M +$12.5K +116 +1%
SFO
516
Stokes Family Office
Louisiana
$1.02M +$3.88K +36 +0.4%
ATC
517
Argent Trust Co
Tennessee
$1.02M -$5.17K -48 -0.5%
EP
518
Edgestream Partners
New Jersey
$1.02M +$32.3K +300 +3%
CBT
519
Central Bank & Trust
Kentucky
$1.01M +$10.3K +96 +1%
HH
520
Hilltop Holdings
Texas
$1.01M +$69.8K +648 +8%
CT
521
Cambridge Trust
Massachusetts
$1.01M +$627K +5,824 +179%
ESCM
522
Echo Street Capital Management
New York
$1M +$452K +4,192 +87%
APWM
523
Atlas Private Wealth Management
New York
$996K – – –
DC
524
Davenport & Co
Virginia
$990K +$87.1K +808 +10%
PIA
525
Pinion Investment Advisors
Kansas
$986K +$15.5K +144 +2%