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Name Holding Trade Value Shares
Change
Change in
Stake
SXL
401
Summit X LLC
Missouri
$665K +$661K +12,395 New
FWP
402
FAS Wealth Partners
Kansas
$662K +$6.82K +128 +1%
BG
403
Bahl & Gaynor
Ohio
$661K -$85.3K -1,600 -12%
RA
404
Rational Advisors
New York
$658K -$131K -2,448 -17%
HSA
405
HBK Sorce Advisory
Pennsylvania
$649K +$642K +12,036 New
SGAM
406
Smith Group Asset Management
Texas
$634K +$442K +8,283 +238%
CAM
407
Cypress Asset Management
Texas
$631K -$23.5K -440 -4%
SGI
408
Summit Global Investments
Utah
$630K +$92.5K +1,736 +17%
RWM
409
RKL Wealth Management
Pennsylvania
$621K -$156K -2,932 -20%
BAC
410
Boys Arnold & Co
North Carolina
$620K -$11.3K -212 -2%
TNBTD
411
Trustmark National Bank Trust Department
Mississippi
$618K +$71.3K +1,338 +13%
HAG
412
HighPoint Advisor Group
Illinois
$617K
BCM
413
Bluefin Capital Management
New York
$608K +$317K +5,949 +112%
SWM
414
Stockman Wealth Management
Montana
$604K -$2.02M -37,942 -77%
Principal Financial Group
415
Principal Financial Group
Iowa
$602K +$595K +11,166 New
WIP
416
Wellesley Investment Partners
Massachusetts
$593K +$35.5K +665 +6%
NFG
417
Next Financial Group
Texas
$578K +$5.06K +95 +0.9%
CA
418
Cullinan Associates
Kentucky
$578K +$42.6K +800 +8%
CBTWT
419
Community Bank & Trust (Waco, Texas)
Texas
$577K -$8.53K -160 -1%
CA
420
Commerzbank Aktiengesellschaft
Germany
$571K -$93.7K -1,758 -14%
GF
421
Gabelli Funds
New York
$561K
AI
422
ArchPoint Investors
Florida
$559K
SSB
423
Sandy Spring Bank
Maryland
$557K +$6.4K +120 +1%
TAM
424
Tocqueville Asset Management
New York
$556K -$64.8K -1,215 -11%
BTIS
425
BB&T Investment Services
North Carolina
$556K +$215K +4,028 +63%