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Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
501
Bremer Trust National Association
Minnesota
$31K +$31.5K +545 New
JIR
502
James Investment Research
Ohio
$28K – – –
POIA
503
Pin Oak Investment Advisors
Texas
$28K +$28.9K +500 New
AS
504
Altshuler Shaham
Israel
$26K +$26.4K +458 New
VCM
505
Versant Capital Management
Arizona
$25K – – –
WB
506
Webster Bank
Connecticut
$24K – – –
JA
507
JOYN Advisors
Georgia
$24K +$3.29K +57 +15%
CCA
508
Catalyst Capital Advisors
New York
$23K -$8.66K -150 -27%
MFW
509
Mosaic Family Wealth
Missouri
$23K – – –
Fifth Third Bancorp
510
Fifth Third Bancorp
Ohio
$23K +$7.91K +137 +52%
LFA
511
Legacy Financial Advisors
Kentucky
$22K +$21.9K +379 New
MWA
512
Meridian Wealth Advisors
Texas
$22K +$21.9K +380 New
GAM
513
Gemmer Asset Management
California
$21K – – –
NSIM
514
North Star Investment Management
Illinois
$19K – – –
BWA
515
Burt Wealth Advisors
Maryland
$18K – – –
CI
516
CX Institutional
Indiana
$18K – – –
M
517
MOTCO
Texas
$17K -$9.47K -164 -35%
WCM
518
Wealthcare Capital Management
Virginia
$17K +$17K +294 New
BAM
519
Bruderman Asset Management
New York
$17K +$17.3K +299 New
OIA
520
Optimum Investment Advisors
Illinois
$16K – – –
TWA
521
TCI Wealth Advisors
Arizona
$16K +$173 +3 +1%
PCG
522
Private Capital Group
Connecticut
$15K – – –
VFA
523
Valeo Financial Advisors
Indiana
$15K – – –
CIA
524
CSat Investment Advisory
Michigan
$15K +$2.14K +37 +16%
HFM
525
Hartford Financial Management
Connecticut
$14K -$2.25K -39 -14%