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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
501
Fifth Third Bancorp
Ohio
$22K -$22K -600 -51%
GRP
502
Global Retirement Partners
California
$16K +$220 +6 +1%
WAS
503
WESPAC Advisors SoCal
California
$15.2K
CHC
504
City Holding Co
West Virginia
$15K
KF
505
Krilogy Financial
Missouri
$15K
VCM
506
Versant Capital Management
Arizona
$14K -$880 -24 -6%
IWM
507
IHT Wealth Management
Illinois
$13K
EA
508
Edge Advisors
Georgia
$12K +$806 +22 +7%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$11K -$6.89K -188 -38%
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$11K
RWA
511
Ropes Wealth Advisors
Massachusetts
$11K
HA
512
Harfst & Associates
Wyoming
$11K +$10.9K +298 New
BWP
513
Baldwin Wealth Partners
Massachusetts
$9K -$16.6K -452 -66%
CFA
514
Carroll Financial Associates
North Carolina
$9K
HCM
515
Herndon Capital Management
Georgia
$8K -$18.5K -504 -72%
CB
516
Community Bank
New York
$8K
GI
517
Gradient Investments
Minnesota
$8K
JWA
518
JFS Wealth Advisors
Pennsylvania
$8K
PWM
519
Perigon Wealth Management
California
$8K
PAI
520
Pittenger & Anderson Inc
Nebraska
$8K
ZB
521
Zions Bancorporation
Utah
$7K -$3.23K -88 -34%
DRS
522
Deane Retirement Strategies
Louisiana
$7K
CAW
523
Cornerstone Advisors (Washington)
Washington
$6K
GAM
524
Gemmer Asset Management
California
$6K
RFA
525
Reilly Financial Advisors
California
$6K +$6.16K +168 New