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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
301
Financial Gravity Asset Management
Texas
$16K
HNB
302
Huntington National Bank
Ohio
$16K +$11.3K +724 +221%
OC
303
Oakworth Capital
Alabama
$15K
AP
304
Americana Partners
Texas
$15K +$15.8K +1,010 New
CWA
305
Capital Wealth Alliance
Arizona
$13K +$15.6K +1,000 New
NIM
306
NuWave Investment Management
New Jersey
$12K +$359 +23 +3%
OPS
307
Orion Portfolio Solutions
Nebraska
$12K +$11.9K +763 New
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$11K
WT
309
Whittier Trust
California
$11K
EIP
310
Ellis Investment Partners
Pennsylvania
$11K +$109 +7 +1%
QCG
311
Quadrant Capital Group
Ohio
$11K +$12.6K +806 New
ASN
312
Advisory Services Network
Georgia
$10K -$2.94K -188 -23%
CAW
313
Cornerstone Advisors (Washington)
Washington
$8K
CIA
314
CSat Investment Advisory
Michigan
$8K +$1.06K +68 +14%
AF
315
Advisornet Financial
Minnesota
$7K
JWA
316
JFS Wealth Advisors
Pennsylvania
$6K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$6K +$953 +61 +17%
PMFA
318
Plante Moran Financial Advisors
Michigan
$6K +$6.25K +400 New
IFAM
319
Institutional & Family Asset Management
Colorado
$5K
TFO
320
Tarbox Family Office
California
$5K
APWM
321
Atlas Private Wealth Management
New York
$5K +$4.69K +300 New
CFG
322
Citizens Financial Group
Rhode Island
$5K +$4.95K +317 New
FMP
323
Financial Management Professionals
Texas
$5K +$4.95K +317 New
CFB
324
Cullen/Frost Bankers
Texas
$4K
PB
325
Pinnacle Bancorp
Nebraska
$4K