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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
601
Avantax Planning Partners
Iowa
$50K +$49.6K +2,372 New
GP
602
Girard Partners
Pennsylvania
$50K +$49.7K +2,375 New
JA
603
JOYN Advisors
Georgia
$48K -$42 -2 -0.1%
KTC
604
Kistler-Tiffany Companies
Pennsylvania
$48K +$4.18K +200 +10%
TWA
605
TCI Wealth Advisors
Arizona
$47K +$4.96K +237 +12%
ZB
606
Zions Bancorporation
Utah
$47K +$46.1K +2,205 New
PCM
607
Penserra Capital Management
California
$46K -$1.71M -81,655 -97%
KJWM
608
Kiley Juergens Wealth Management
Washington
$46K -$4.58K -219 -9%
MCM
609
Manchester Capital Management
Vermont
$44K – – –
OC
610
Oakworth Capital
Alabama
$43K – – –
SCM
611
Silvant Capital Management
Georgia
$43K – – –
TAIM
612
TD Ameritrade Investment Management
Nebraska
$42K +$19.1K +913 +86%
AP
613
Arlington Partners
Alabama
$40K +$29.1K +1,390 +293%
IAS
614
IMA Advisory Services
Colorado
$38K – – –
CTC
615
Central Trust Company
Missouri
$36K +$14.4K +689 +69%
AIL
616
AGF Investments LLC
Ontario, Canada
$35K +$28.8K +1,375 +486%
SWM
617
Selective Wealth Management
Virginia
$35K +$34.3K +1,641 New
GAM
618
Gemmer Asset Management
California
$32K +$6.72K +321 +27%
FGAM
619
Financial Gravity Asset Management
Texas
$32K +$24.9K +1,189 +284%
NIM
620
NuWave Investment Management
New Jersey
$32K +$29K +1,387 +1,206%
ECM
621
Estabrook Capital Management
New York
$31.8K +$31.4K +1,500 New
PCP
622
Proficio Capital Partners
Massachusetts
$30K +$921 +44 +3%
TFS
623
TrustCore Financial Services
Tennessee
$29K -$4.44K -212 -13%
FHA
624
First Horizon Advisors
Tennessee
$29K -$356 -17 -1%
NSIM
625
North Star Investment Management
Illinois
$29K – – –
23 24
25
26 27