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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
626
Buckingham Strategic Wealth
Missouri
$206K -$58.4K -1,962 -22%
TC
627
Trilogy Capital
California
$206K +$207K +6,955 +5,269%
DAS
628
Dynamic Advisor Solutions
Arizona
$206K +$211K +7,089 New
SAM
629
Selway Asset Management
$203K +$208K +6,975 New
I
630
IberiaBank
Louisiana
$203K +$208K +6,986 New
AWM
631
AE Wealth Management
Kansas
$202K -$90.2K -3,030 -30%
KJWM
632
Kiley Juergens Wealth Management
Washington
$185K +$8.9K +299 +5%
AF
633
Advisornet Financial
Minnesota
$184K -$1.16K -39 -0.6%
AOWM
634
Alpha Omega Wealth Management
Virginia
$175K
JFA
635
JNBA Financial Advisors
Minnesota
$175K +$157K +5,288 +740%
TCM
636
Tradewinds Capital Management
Washington
$171K +$15.4K +516 +10%
MI
637
Markston International
New York
$170K
FHB
638
First Hawaiian Bank
Hawaii
$148K +$152K +5,106 New
FMT
639
First Mercantile Trust
Tennessee
$143K +$49.2K +1,655 +51%
CIA
640
CSat Investment Advisory
Michigan
$132K +$19.7K +663 +17%
MCM
641
Manchester Capital Management
Vermont
$131K
ZB
642
Zions Bancorporation
Utah
$128K +$132K +4,428 New
LFA
643
Legacy Financial Advisors
Kentucky
$126K +$30 +1 +0%
SWM
644
SeaCrest Wealth Management
New York
$124K -$16.7K -562 -12%
CBT
645
Central Bank & Trust
Kentucky
$123K +$93.7K +3,150 +291%
KOCAA
646
Knights of Columbus Asset Advisors
Connecticut
$120K +$122K +4,109 New
SPIA
647
Steward Partners Investment Advisory
New York
$113K -$11.9K -399 -9%
AssetMark Inc
648
AssetMark Inc
California
$108K -$10.1K -339 -8%
CA
649
Crewe Advisors
Utah
$105K
GWM
650
Geneos Wealth Management
Colorado
$104K -$52.8K -1,776 -33%