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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Accurate Wealth Management
Florida
$163K +$152K +2,537 New
QCG
502
Quadrant Capital Group
Ohio
$160K +$73.3K +1,221 +93%
TF
503
Tompkins Financial
New York
$156K
BAMF
504
BI Asset Management Fondsmaeglerselskab
Denmark
$151K +$144K +2,400 New
S
505
SignatureFD
Georgia
$146K +$47.9K +798 +52%
MCC
506
Money Concepts Capital
Florida
$140K +$133K +2,217 New
KFS
507
Kelly Financial Services
Massachusetts
$129K
GRP
508
Global Retirement Partners
California
$126K +$19K +317 +19%
TCOV
509
Trust Company of Vermont
Vermont
$126K
IGWM
510
ICA Group Wealth Management
Colorado
$126K +$120K +2,000 New
DCM
511
Dupont Capital Management
Delaware
$118K -$284K -4,733 -72%
JMF
512
Johnson Midwest Financial
Iowa
$117K
Jones Financial Companies
513
Jones Financial Companies
Missouri
$111K -$601 -10 -0.6%
AF
514
Allworth Financial
California
$111K -$6.55K -109 -6%
FCB
515
First Command Bank
Texas
$108K
FCFS
516
First Command Financial Services
Texas
$108K
S
517
Seeyond
France
$105K -$6.19K -103 -6%
BTI
518
Blue Trust Inc
Georgia
$101K +$41.5K +691 +68%
CB
519
Centennial Bank
Arkansas
$97.8K +$93.3K +1,554 New
SIM
520
Sentry Investment Management
Wisconsin
$96K
SC
521
SouthState Corp
Florida
$94.4K
GWM
522
Geneos Wealth Management
Colorado
$92.8K -$9.43K -157 -10%
VIA
523
Virtus Investment Advisers
Connecticut
$90.8K
PB
524
Pinnacle Bancorp
Nebraska
$86K
APP
525
Alpha Paradigm Partners
Illinois
$85K +$81K +1,348 New