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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
601
FSB Premier Wealth Management
Iowa
$615K +$566K +2,182 New
IA
602
IFP Advisors
Florida
$614K +$55.5K +214 +11%
KeyBank National Association
603
KeyBank National Association
Ohio
$611K -$16.9K -65 -3%
Fifth Third Bancorp
604
Fifth Third Bancorp
Ohio
$605K +$122K +472 +28%
CAPTRUST Financial Advisors
605
CAPTRUST Financial Advisors
North Carolina
$603K -$54.5K -210 -9%
BB
606
Busey Bank
Illinois
$601K
CIBC World Market
607
CIBC World Market
Ontario, Canada
$598K +$244K +941 +80%
MWM
608
Meridian Wealth Management
Kentucky
$596K
JGUA
609
John G. Ullman & Associates
New York
$592K
NFC
610
Northeast Financial Consultants
Connecticut
$587K
LSA
611
Leonteq Securities AG
Switzerland
$584K +$62.8K +242 +13%
KCM
612
KRS Capital Management
Michigan
$575K +$529K +2,040 New
JCIA
613
Jackson Creek Investment Advisors
Colorado
$566K +$225K +868 +76%
SFI
614
Siemens Fonds Invest
Germany
$565K -$1.82K -7 -0.3%
TMAM
615
Tokio Marine Asset Management
Japan
$564K +$37.6K +145 +8%
RCA
616
Roberts Capital Advisors
Colorado
$564K +$519K +1,999 New
CG
617
Caprock Group
Idaho
$561K +$159K +612 +45%
RCG
618
Regatta Capital Group
California
$557K +$512K +1,974 New
IAA
619
Ironsides Asset Advisors
North Carolina
$553K -$26K -100 -5%
AWAP
620
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$553K +$7.53K +29 +2%
IC
621
Inverness Counsel
New York
$550K -$245K -943 -33%
GC
622
Globeflex Capital
California
$549K
VWA
623
V Wealth Advisors
Kansas
$549K
C1AG
624
Client 1st Advisory Group
Florida
$543K +$64.4K +248 +15%
PWP
625
Principle Wealth Partners
Connecticut
$542K