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Name Holding Trade Value Shares
Change
Change in
Stake
TC
626
Trilogy Capital
California
$206K +$207K +6,955 +5,269%
DAS
627
Dynamic Advisor Solutions
Arizona
$206K +$211K +7,089 New
SAM
628
Selway Asset Management
$203K +$208K +6,975 New
I
629
IberiaBank
Louisiana
$203K +$208K +6,986 New
AWM
630
AE Wealth Management
Kansas
$202K -$90.2K -3,030 -30%
KJWM
631
Kiley Juergens Wealth Management
Washington
$185K +$8.9K +299 +5%
AF
632
Advisornet Financial
Minnesota
$184K -$1.16K -39 -0.6%
AOWM
633
Alpha Omega Wealth Management
Virginia
$175K – – –
JFA
634
JNBA Financial Advisors
Minnesota
$175K +$157K +5,288 +740%
TCM
635
Tradewinds Capital Management
Washington
$171K +$15.4K +516 +10%
MI
636
Markston International
New York
$170K – – –
FHB
637
First Hawaiian Bank
Hawaii
$148K +$152K +5,106 New
FMT
638
First Mercantile Trust
Tennessee
$143K +$49.2K +1,655 +51%
CIA
639
CSat Investment Advisory
Michigan
$132K +$19.7K +663 +17%
MCM
640
Manchester Capital Management
Vermont
$131K – – –
ZB
641
Zions Bancorporation
Utah
$128K +$132K +4,428 New
LFA
642
Legacy Financial Advisors
Kentucky
$126K +$30 +1 +0%
SWM
643
SeaCrest Wealth Management
New York
$124K -$16.7K -562 -12%
CBT
644
Central Bank & Trust
Kentucky
$123K +$93.7K +3,150 +291%
KOCAA
645
Knights of Columbus Asset Advisors
Connecticut
$120K +$122K +4,109 New
SPIA
646
Steward Partners Investment Advisory
New York
$113K -$11.9K -399 -9%
AssetMark Inc
647
AssetMark Inc
California
$108K -$10.1K -339 -8%
CA
648
Crewe Advisors
Utah
$105K – – –
GWM
649
Geneos Wealth Management
Colorado
$104K -$52.8K -1,776 -33%
FHA
650
Flagship Harbor Advisors
Massachusetts
$103K +$9.73K +327 +10%