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Name Holding Trade Value Shares
Change
Change in
Stake
SW
601
SteelPeak Wealth
California
$213K +$5.01K +100 +2%
1SB
602
1ST Source Bank
Indiana
$212K -$354K -7,061 -61%
TFA
603
Teamwork Financial Advisors
Texas
$212K +$13.7K +273 +6%
WP
604
WealthSource Partners
California
$211K – – –
SL
605
Stevard LLC
Illinois
$211K +$225K +4,484 New
HVIA
606
Hudson Valley Investment Advisors
New York
$210K – – –
TCBWMS
607
Texas Capital Bank Wealth Management Services
Texas
$210K +$223K +4,460 New
AMC
608
Asset Management Corp
Illinois
$208K +$50 +1 +0%
IA
609
IFG Advisory
Georgia
$207K -$25.6K -510 -10%
HCM
610
Hodges Capital Management
Texas
$207K – – –
SIA
611
Strategic Investment Advisors
Michigan
$206K -$208K -4,158 -49%
CG
612
Colony Group
Massachusetts
$206K -$18.6K -372 -8%
Luther King Capital Management (LKCM)
613
Luther King Capital Management (LKCM)
Texas
$205K -$10.3K -205 -4%
RFM
614
Royal Fund Management
Florida
$202K -$2.81K -56 -1%
LBC
615
Lowe Brockenbrough & Co
Virginia
$202K +$4.01K +80 +2%
QWM
616
Quaker Wealth Management
New Jersey
$200K +$2.46K +49 +1%
TCOV
617
Trust Company of Vermont
Vermont
$199K +$1K +20 +0.5%
Parallax Volatility Advisers
618
Parallax Volatility Advisers
California
$199K +$186K +3,707 +720%
HPC
619
HM Payson & Co
Maine
$193K +$24.4K +488 +13%
BCWM
620
Bartlett & Co Wealth Management
Ohio
$192K – – –
CFA
621
Carroll Financial Associates
North Carolina
$190K -$103K -2,058 -34%
BC
622
Bartlett & Co
Ohio
$189K – – –
KTC
623
Kistler-Tiffany Companies
Pennsylvania
$188K +$101K +2,022 +103%
Schroder Investment Management Group
624
Schroder Investment Management Group
United Kingdom
$181K – – –
PFBT
625
Parkside Financial Bank & Trust
Missouri
$178K -$85K -1,696 -31%