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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$696K -$10.1K -201 -1%
FWP
352
FAS Wealth Partners
Kansas
$687K +$19.9K +397 +3%
IBOK
353
Independence Bank of Kentucky
Kentucky
$685K -$235K -4,684 -25%
SWP
354
Stratos Wealth Partners
Ohio
$680K -$40.8K -814 -6%
SGI
355
Summit Global Investments
Utah
$680K +$682K +13,584 New
AF
356
Advisornet Financial
Minnesota
$676K -$25.6K -510 -4%
BAM
357
Blueshift Asset Management
New Jersey
$673K +$135K +2,697 +25%
9WM
358
9258 Wealth Management
Ohio
$671K -$63.3K -1,262 -9%
SSG
359
Summit Securities Group
New York
$656K +$658K +13,120 New
HAG
360
HighPoint Advisor Group
Illinois
$650K +$1.98M +39,393 +305%
PAWC
361
P.A.W. Capital
Connecticut
$640K
Bessemer Group
362
Bessemer Group
New Jersey
$638K -$36.2K -721 -5%
GJIC
363
Gamble Jones Investment Counsel
California
$633K -$28.6K -569 -4%
PFPT
364
Pinnacle Financial Partners (Tennessee)
Tennessee
$632K -$4.42K -88 -0.7%
RIA
365
Realta Investment Advisors
Delaware
$630K +$36.6K +729 +6%
CTC
366
Central Trust Company
Missouri
$628K -$3.36K -67 -0.5%
WSTAM
367
Wilbanks Smith & Thomas Asset Management
Virginia
$628K +$48.9K +974 +8%
SF
368
Synovus Financial
Georgia
$626K -$32.5K -647 -5%
CS
369
Comerica Securities
Michigan
$625K +$41.5K +828 +7%
PPSG
370
Princeton Portfolio Strategies Group
New Jersey
$618K -$1.61K -32 -0.3%
OWA
371
Outlook Wealth Advisors
Texas
$617K +$16.6K +330 +3%
CAM
372
Columbia Asset Management
Michigan
$611K -$94.3K -1,880 -13%
QCM
373
Quest Capital Management
Texas
$607K -$85K -1,694 -12%
WB
374
WesBanco Bank
West Virginia
$606K -$24.3K -484 -4%
SCM
375
Stonebridge Capital Management
California
$602K -$167K -3,320 -22%