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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
801
UMB Bank
Missouri
$716K +$439K +23,866 +224%
SWM
802
Silverlake Wealth Management
Vermont
$716K +$634K +34,456 New
BB
803
Busey Bank
Illinois
$715K +$37.7K +2,049 +6%
OFG
804
Oxford Financial Group
Indiana
$711K +$377K +20,494 +149%
MGP
805
Metis Global Partners
California
$711K +$630K +34,220 New
SCA
806
Stonebridge Capital Advisors
Minnesota
$707K -$98.9K -5,375 -14%
SS
807
Sunbelt Securities
Texas
$706K +$64.3K +3,495 +10%
FSA
808
Financial Sense Advisors
California
$700K +$621K +33,717 New
BCM
809
Breiter Capital Management
Florida
$696K – – –
BCI
810
Brinker Capital Investments
Pennsylvania
$695K +$616K +33,459 New
AF
811
Advisornet Financial
Minnesota
$691K -$2.17K -118 -0.4%
ACM
812
Advance Capital Management
Michigan
$688K +$609K +33,111 New
HA
813
HYA Advisors
Missouri
$675K -$5.04K -274 -0.8%
BTWM
814
Baker Tilly Wealth Management
Wisconsin
$674K +$18.8K +1,024 +3%
WPC
815
Waters Parkerson & Co
Louisiana
$671K +$939 +51 +0.2%
MCA
816
MSH Capital Advisors
Arizona
$669K +$593K +32,222 New
CSB
817
City State Bank
Iowa
$669K +$593K +32,196 New
RIL
818
Rothschild Investment LLC
Illinois
$661K +$12K +650 +2%
SIC
819
Samalin Investment Counsel
New York
$660K +$82.6K +4,486 +16%
CFD
820
Creative Financial Designs
Indiana
$659K +$137K +7,451 +31%
APP
821
Avantax Planning Partners
Iowa
$658K +$8.28K +450 +1%
SSWM
822
Sheets Smith Wealth Management
North Carolina
$658K +$583K +31,694 New
GSEP
823
Golden State Equity Partners
California
$656K +$166K +9,030 +40%
SIC
824
Salem Investment Counselors
North Carolina
$655K -$3.83K -208 -0.7%
DHFB
825
Dixon Hubard Feinour & Brown
Virginia
$650K -$892K -48,466 -61%
31 32
33
34 35