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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
601
Outlook Wealth Advisors
Texas
$438K +$10.6K +42 +2%
RC
602
RegentAtlantic Capital
New Jersey
$437K +$212K +841 +86%
TAM
603
Trust Asset Management
Texas
$436K +$31.3K +124 +7%
AIA
604
Angeles Investment Advisors
California
$435K +$128K +509 +39%
KOCAA
605
Knights of Columbus Asset Advisors
Connecticut
$435K +$458K +1,814 New
FLPIM
606
F.L. Putnam Investment Management
Massachusetts
$433K +$9.84K +39 +2%
TFO
607
Tarbox Family Office
California
$430K
MAM
608
Meeder Asset Management
Ohio
$424K -$362K -1,433 -45%
FWIA
609
Fort Washington Investment Advisors
Ohio
$424K -$42.4K -168 -9%
BBNA
610
Bremer Bank National Association
Minnesota
$411K -$16.2K -64 -4%
ARC
611
Advisor Resource Council
Texas
$409K -$654K -2,592 -60%
ANTB
612
AMG National Trust Bank
Colorado
$408K -$19.2K -76 -4%
UCFA
613
United Capital Financial Advisors
Texas
$402K -$32.8K -130 -7%
C1AG
614
Client 1st Advisory Group
Florida
$402K +$23K +91 +6%
Fifth Third Bancorp
615
Fifth Third Bancorp
Ohio
$401K +$85.1K +337 +25%
GDP
616
Great Diamond Partners
Maine
$394K -$5.05K -20 -1%
ACM
617
Allred Capital Management
Texas
$392K -$19.2K -76 -4%
CIP
618
Convergence Investment Partners
Florida
$390K +$25K +99 +6%
AWM
619
Aprio Wealth Management
Georgia
$386K
ZB
620
Zions Bancorporation
Utah
$382K -$31.3K -124 -7%
CI
621
Conning Inc
Connecticut
$379K -$127K -504 -24%
MSR
622
Main Street Research
Connecticut
$378K +$19.2K +76 +5%
PA
623
PFG Advisors
Arizona
$373K +$393K +1,556 New
Cetera Investment Advisers
624
Cetera Investment Advisers
Illinois
$367K -$75.5K -299 -16%
PWS
625
Precision Wealth Strategies
Missouri
$364K +$143K +567 +60%