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Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
576
Roman Butler Fullerton & Co
Missouri
$836K +$18.8K +160 +2%
CB
577
Centennial Bank
Arkansas
$836K -$138K -1,176 -15%
TMAM
578
Tokio Marine Asset Management
Japan
$835K +$64.8K +552 +9%
PWAG
579
Polaris Wealth Advisory Group
California
$832K -$371K -3,160 -32%
PFO
580
Pathstone Family Office
New Jersey
$829K +$59.1K +504 +8%
BFG
581
Bleakley Financial Group
New Jersey
$829K +$5.16K +44 +0.7%
SS
582
Simplicity Solutions
Minnesota
$828K +$4.22K +36 +0.5%
IB
583
Intrust Bank
Kansas
$826K -$8.45K -72 -1%
OMC
584
Old Mission Capital
Illinois
$821K +$775K +6,608 New
NF
585
Norwood Financial
Pennsylvania
$814K -$44.6K -380 -5%
CCA
586
Checchi Capital Advisers
California
$805K +$469 +4 +0.1%
DSC
587
Duncker Streett & Co
Missouri
$795K – – –
VWA
588
VERITY Wealth Advisors
United States
$785K – – –
LCM
589
LVM Capital Management
Michigan
$781K -$91.5K -780 -11%
LJHT
590
Laurie J. Hall Trustee
$775K – – –
HCM
591
Hengehold Capital Management
Ohio
$762K – – –
CAAS
592
Capital Asset Advisory Services
Michigan
$758K +$77.9K +664 +12%
O
593
Ossiam
France
$753K +$309K +2,632 +77%
AAS
594
Avantax Advisory Services
Texas
$752K +$504K +4,292 +244%
WFC
595
Western Financial Corp
California
$751K -$5.16K -44 -0.7%
VWMG
596
Virginia Wealth Management Group
Virginia
$746K – – –
TPM
597
Triasima Portfolio Management
Quebec, Canada
$745K +$275K +2,340 +107%
BTWM
598
Baker Tilly Wealth Management
Wisconsin
$734K -$216K -1,844 -24%
VFA
599
Valeo Financial Advisors
Indiana
$731K -$52.6K -448 -7%
CM
600
Columbus Macro
Pennsylvania
$730K +$235K +2,004 +52%