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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
551
Zions Bancorporation
Utah
$412K +$28.5K +152 +8%
JGUA
552
John G. Ullman & Associates
New York
$406K
NFC
553
Northeast Financial Consultants
Connecticut
$402K
SLAM
554
Swiss Life Asset Management
$382K +$93.3K +497 +34%
VWA
555
V Wealth Advisors
Kansas
$376K
PFGIA
556
Patriot Financial Group Insurance Agency
Massachusetts
$373K +$200K +1,063 +122%
PWP
557
Principle Wealth Partners
Connecticut
$371K
MWM
558
Meridian Wealth Management
Kentucky
$369K +$106K +567 +42%
CIP
559
Convergence Investment Partners
Florida
$368K +$357K +1,903 New
CPA
560
Clear Perspective Advisors
Illinois
$367K
LCM
561
Laurion Capital Management
New York
$367K +$357K +1,900 New
AFM
562
Andesa Financial Management
Pennsylvania
$357K +$347K +1,846 New
TF
563
Trek Financial
Arizona
$357K +$347K +1,850 New
Wolverine Trading
564
Wolverine Trading
Illinois
$357K +$351K +1,872 New
HR
565
Hayden Royal
North Carolina
$354K +$345K +1,835 New
OC
566
Oppenheimer & Co
New York
$349K
ANTB
567
AMG National Trust Bank
Colorado
$349K +$6.95K +37 +2%
BG
568
Bellevue Group
Switzerland
$348K -$207K -1,100 -38%
DFG
569
Demars Financial Group
Washington
$348K +$339K +1,804 New
TFO
570
Tarbox Family Office
California
$347K
ACM
571
Allred Capital Management
Texas
$346K +$18K +96 +6%
BBNA
572
Bremer Bank National Association
Minnesota
$343K -$6.01K -32 -2%
AWAP
573
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$343K +$333K +1,776 New
LFAS
574
Level Four Advisory Services
Texas
$342K -$72.1K -384 -18%
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$342K +$375 +2 +0.1%