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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
551
Avity Investment Management
Connecticut
$495K +$502K +3,400 New
NG
552
Norden Group
Utah
$493K +$500K +3,388 New
GI
553
Gradient Investments
Minnesota
$485K +$464K +3,144 +1,709%
Deutsche Bank
554
Deutsche Bank
Germany
$483K -$55.1K -373 -10%
SWM
555
Scissortail Wealth Management
Oklahoma
$481K +$491K +3,326 New
WI
556
WrapManager Inc
California
$477K -$37.2K -252 -7%
CIG
557
Cullen Investment Group
Louisiana
$474K +$480K +3,253 New
SL
558
Summitry LLC
California
$474K +$1.62K +11 +0.3%
ACA
559
Atlas Capital Advisors
Wyoming
$470K
AUB
560
Atlantic Union Bankshares
Virginia
$470K -$196K -1,326 -29%
GG
561
Greenwood Gearhart
Arkansas
$467K -$13.4M -90,746 -97%
MFIM
562
Mesirow Financial Investment Management
Illinois
$466K +$473K +3,201 New
BFS
563
Bard Financial Services
Connecticut
$466K
HAG
564
HighPoint Advisor Group
Illinois
$463K +$469K +3,178 New
PWPS
565
Pinnacle Wealth Planning Services
Ohio
$462K +$61.6K +417 +15%
STA
566
Summit Trail Advisors
New York
$461K +$164K +1,109 +54%
IFS
567
Intelligent Financial Strategies
Minnesota
$461K -$96K -650 -17%
DAS
568
Dynamic Advisor Solutions
Arizona
$457K +$71K +481 +17%
HCM
569
Howland Capital Management
Massachusetts
$454K +$22.1K +150 +5%
CIA
570
Cohen Investment Advisors
New Hampshire
$454K -$31.6K -214 -6%
VA
571
Valmark Advisers
Ohio
$453K -$17.9K -121 -4%
MPAM
572
Murphy Pohlad Asset Management
Minnesota
$450K -$24.4K -165 -5%
PFG
573
PAX Financial Group
Texas
$443K +$443K +2,999 New
SWM
574
SeaCrest Wealth Management
New York
$440K +$29.5K +200 +7%
FG
575
Fiduciary Group
Georgia
$440K -$53.2K -360 -11%