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Name Holding Trade Value Shares
Change
Change in
Stake
SS
601
Simplicity Solutions
Minnesota
$618K +$324K +1,247 +133%
FPWM
602
FSB Premier Wealth Management
Iowa
$615K +$566K +2,182 New
IA
603
IFP Advisors
Florida
$614K +$55.5K +214 +11%
KeyBank National Association
604
KeyBank National Association
Ohio
$611K -$16.9K -65 -3%
Fifth Third Bancorp
605
Fifth Third Bancorp
Ohio
$605K +$122K +472 +28%
CAPTRUST Financial Advisors
606
CAPTRUST Financial Advisors
North Carolina
$603K -$54.5K -210 -9%
BB
607
Busey Bank
Illinois
$601K – – –
CIBC World Market
608
CIBC World Market
Ontario, Canada
$598K +$244K +941 +80%
MWM
609
Meridian Wealth Management
Kentucky
$596K – – –
JGUA
610
John G. Ullman & Associates
New York
$592K – – –
NFC
611
Northeast Financial Consultants
Connecticut
$587K – – –
LSA
612
Leonteq Securities AG
Switzerland
$584K +$62.8K +242 +13%
KCM
613
KRS Capital Management
Michigan
$575K +$529K +2,040 New
JCIA
614
Jackson Creek Investment Advisors
Colorado
$566K +$225K +868 +76%
SFI
615
Siemens Fonds Invest
Germany
$565K -$1.82K -7 -0.3%
TMAM
616
Tokio Marine Asset Management
Japan
$564K +$37.6K +145 +8%
RCA
617
Roberts Capital Advisors
Colorado
$564K +$519K +1,999 New
CG
618
Caprock Group
Idaho
$561K +$159K +612 +45%
RCG
619
Regatta Capital Group
California
$557K +$512K +1,974 New
IAA
620
Ironsides Asset Advisors
North Carolina
$553K -$26K -100 -5%
AWAP
621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$553K +$7.53K +29 +2%
IC
622
Inverness Counsel
New York
$550K -$245K -943 -33%
GC
623
Globeflex Capital
California
$549K – – –
VWA
624
V Wealth Advisors
Kansas
$549K – – –
C1AG
625
Client 1st Advisory Group
Florida
$543K +$64.4K +248 +15%