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