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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
851
Ostrum Asset Management
France
$489K +$418 +10 +0.1%
FFA
852
Fragasso Financial Advisors
Pennsylvania
$489K +$10K +240 +2%
AIA
853
AIMZ Investment Advisors
California
$488K
TF
854
Trek Financial
Arizona
$486K +$134K +3,200 +47%
EWA
855
Encompass Wealth Advisors
Oregon
$485K
LAI
856
Legal Advantage Investments
California
$485K
CTC
857
Corundum Trust Company
South Dakota
$485K +$418K +10,000 New
GLA
858
Great Lakes Advisors
Illinois
$484K -$1.44M -34,360 -77%
HT
859
Heritage Trust
Oklahoma
$481K +$109K +2,620 +36%
SYBT
860
Stock Yards Bank & Trust
Kentucky
$481K -$2.92K -70 -0.7%
CFAM
861
Center For Asset Management
Florida
$480K +$413K +9,890 New
PFG
862
Prosperity Financial Group
California
$473K -$20.5K -490 -5%
WSTAM
863
Wilbanks Smith & Thomas Asset Management
Virginia
$471K +$15.9K +380 +4%
PPWM
864
Paragon Private Wealth Management
Kentucky
$467K +$9.61K +230 +2%
AIP
865
Almanack Investment Partners
Pennsylvania
$466K -$602K -14,400 -60%
GIA
866
Gladstone Institutional Advisory
Florida
$465K -$1.56M -37,350 -80%
CWM
867
Centric Wealth Management
Illinois
$459K +$410K +9,810 New
MGAM
868
McGowan Group Asset Management
Texas
$456K
RIA
869
Regal Investment Advisors
Michigan
$455K +$64.8K +1,550 +20%
IPAM
870
ICICI Prudential Asset Management
India
$452K +$19.2K +460 +5%
AFT
871
Alpha Family Trust
California
$451K
DWT
872
Dorsey & Whitney Trust
South Dakota
$448K +$123K +2,950 +47%
FRM
873
Fox Run Management
Connecticut
$440K +$379K +9,080 New
CF
874
Centaurus Financial
California
$439K -$137K -3,290 -27%
Cohen & Steers
875
Cohen & Steers
New York
$438K