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Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$22K
GC
327
Gould Capital
Washington
$21K
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$21K
SCA
329
Stonebridge Capital Advisors
Minnesota
$21K
IBOK
330
Independence Bank of Kentucky
Kentucky
$19K
LF
331
Lee Financial
Texas
$15K
JWM
332
Janiczek Wealth Management
Colorado
$15K +$14K +130 New
CAL
333
Capital Analysts LLC
Pennsylvania
$13K +$13.6K +126 New
FF
334
FourThought Financial
Florida
$12K -$67.4K -624 -85%
PTC
335
Private Trust Company
Ohio
$12K +$12.3K +114 New
PFBT
336
Parkside Financial Bank & Trust
Missouri
$11K -$216 -2 -2%
AWM
337
Accel Wealth Management
Iowa
$11K
CFB
338
Cullen/Frost Bankers
Texas
$11K
GWS
339
Glassman Wealth Services
Virginia
$11K
FP
340
Financial Perspectives
Minnesota
$10.5K
CWA
341
Clearview Wealth Advisors
Oregon
$10K
KFI
342
Key Financial Inc
Pennsylvania
$10K
WT
343
Whittier Trust
California
$10K
IUHSA
344
Itau Unibanco Holding S.A.
Brazil
$9K -$2.16K -20 -19%
EARNEST Partners
345
EARNEST Partners
Georgia
$9K
VCM
346
Versant Capital Management
Arizona
$7K
BC
347
Bartlett & Co
Ohio
$7K +$6.81K +63 New
BCWM
348
Bartlett & Co Wealth Management
Ohio
$6.67K +$6.81K +63 New
HNB
349
Huntington National Bank
Ohio
$6K -$324 -3 -5%
FRA
350
Front Row Advisors
California
$6K +$756 +7 +13%