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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
601
Andesa Financial Management
Pennsylvania
$458K +$9.7K +42 +2%
S
602
SignatureFD
Georgia
$445K +$61.9K +268 +17%
Cetera Investment Advisers
603
Cetera Investment Advisers
Illinois
$444K +$171K +742 +68%
UCFA
604
United Capital Financial Advisors
Texas
$439K +$418K +1,810 New
DFG
605
Demars Financial Group
Washington
$437K -$462 -2 -0.1%
TFO
606
Tarbox Family Office
California
$435K
OWA
607
Outlook Wealth Advisors
Texas
$433K +$412K +1,785 New
ANTB
608
AMG National Trust Bank
Colorado
$431K -$6.93K -30 -2%
BBNA
609
Bremer Bank National Association
Minnesota
$431K
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$429K -$462 -2 -0.1%
TMAM
611
Tokio Marine Asset Management
Japan
$422K +$28.6K +124 +8%
SIM
612
Stratos Investment Management
Ohio
$420K
ZB
613
Zions Bancorporation
Utah
$417K -$95.8K -415 -19%
ACM
614
Allred Capital Management
Texas
$414K -$18.2K -79 -4%
TAM
615
Trust Asset Management
Texas
$411K +$45.5K +197 +13%
GDP
616
Great Diamond Partners
Maine
$404K -$4.16K -18 -1%
AAM
617
Advisors Asset Management
Colorado
$398K +$97.2K +421 +35%
IC
618
IEQ Capital
California
$396K +$135K +586 +56%
Kovitz Investment Group Partners
619
Kovitz Investment Group Partners
Illinois
$390K
AWM
620
Aprio Wealth Management
Georgia
$390K +$372K +1,610 New
C1AG
621
Client 1st Advisory Group
Florida
$384K
LFAS
622
Level Four Advisory Services
Texas
$381K -$46.2K -200 -11%
HR
623
Hayden Royal
North Carolina
$377K -$64.9K -281 -15%
CIP
624
Convergence Investment Partners
Florida
$371K -$86.4K -374 -20%
IC
625
Inverness Counsel
New York
$369K +$351K +1,521 New