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Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
551
Fort Washington Investment Advisors
Ohio
$418K -$15K -80 -4%
ZB
552
Zions Bancorporation
Utah
$412K +$28.5K +152 +8%
JGUA
553
John G. Ullman & Associates
New York
$406K – – –
NFC
554
Northeast Financial Consultants
Connecticut
$402K – – –
SLAM
555
Swiss Life Asset Management
$382K +$93.3K +497 +34%
VWA
556
V Wealth Advisors
Kansas
$376K – – –
PFGIA
557
Patriot Financial Group Insurance Agency
Massachusetts
$373K +$200K +1,063 +122%
PWP
558
Principle Wealth Partners
Connecticut
$371K – – –
MWM
559
Meridian Wealth Management
Kentucky
$369K +$106K +567 +42%
CIP
560
Convergence Investment Partners
Florida
$368K +$357K +1,903 New
CPA
561
Clear Perspective Advisors
Illinois
$367K – – –
LCM
562
Laurion Capital Management
New York
$367K +$357K +1,900 New
AFM
563
Andesa Financial Management
Pennsylvania
$357K +$347K +1,846 New
TF
564
Trek Financial
Arizona
$357K +$347K +1,850 New
Wolverine Trading
565
Wolverine Trading
Illinois
$357K +$351K +1,872 New
HR
566
Hayden Royal
North Carolina
$354K +$345K +1,835 New
OC
567
Oppenheimer & Co
New York
$349K – – –
ANTB
568
AMG National Trust Bank
Colorado
$349K +$6.95K +37 +2%
BG
569
Bellevue Group
Switzerland
$348K -$207K -1,100 -38%
DFG
570
Demars Financial Group
Washington
$348K +$339K +1,804 New
TFO
571
Tarbox Family Office
California
$347K – – –
ACM
572
Allred Capital Management
Texas
$346K +$18K +96 +6%
BBNA
573
Bremer Bank National Association
Minnesota
$343K -$6.01K -32 -2%
AWAP
574
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$343K +$333K +1,776 New
LFAS
575
Level Four Advisory Services
Texas
$342K -$72.1K -384 -18%