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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
626
Independence Bank of Kentucky
Kentucky
$39K – – –
PMFA
627
Plante Moran Financial Advisors
Michigan
$39K – – –
FC
628
Ferris Capital
Massachusetts
$39K +$41.4K +1,977 New
ACM
629
AUA Capital Management
Pennsylvania
$38K – – –
FQ
630
First Quadrant
California
$37K -$44.4K -2,118 -53%
SIAS
631
Shine Investment Advisory Services
Colorado
$37K – – –
VCM
632
Versant Capital Management
Arizona
$37K +$24.8K +1,183 +164%
WEC
633
Winslow Evans & Crocker
Massachusetts
$33.1K – – –
AIM
634
Advantage Investment Management
Iowa
$33K – – –
GRP
635
Global Retirement Partners
California
$33K +$2.37K +113 +7%
FCFS
636
First Command Financial Services
Texas
$32K – – –
IWM
637
IHT Wealth Management
Illinois
$32K – – –
AP
638
Advisors Preferred
Maryland
$32K +$34.8K +1,658 New
FCB
639
First Command Bank
Texas
$31.8K – – –
MUS
640
Mitsubishi UFJ Securities
Japan
$31K – – –
CJA
641
C-J Advisory
California
$30K – – –
RE
642
RBC Europe
United Kingdom
$29.7K – – –
AF
643
Arrow Financial
New York
$28K +$8.38K +400 +40%
FRA
644
Front Row Advisors
California
$27K +$1.7K +81 +6%
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$27K +$7.65K +365 +35%
BBHC
646
Brown Brothers Harriman & Co
New York
$26K -$204K -9,750 -88%
RFA
647
Reilly Financial Advisors
California
$24K – – –
FHA
648
First Horizon Advisors
Tennessee
$24K +$14.5K +693 +125%
IFAM
649
Institutional & Family Asset Management
Colorado
$24K +$25.9K +1,237 New
ME
650
McIlrath & Eck
Washington
$22K – – –