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Name Holding Trade Value Shares
Change
Change in
Stake
LB
601
Legacy Bridge
Iowa
$32.3K
FP
602
Financial Perspectives
Minnesota
$28.8K
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$27.3K
ETC
604
Exchange Traded Concepts
Oklahoma
$27.3K +$28.4K +550 New
GWS
605
Glassman Wealth Services
Virginia
$25.9K
LS
606
Livforsakringsbolaget Skandia
Sweden
$25.4K
CA
607
Clearstead Advisors
Ohio
$24.5K +$2.42K +47 +11%
RWM
608
Ruedi Wealth Management
Illinois
$22.7K
SSG
609
Summit Securities Group
New York
$22K -$321K -6,227 -93%
TSW
610
Thompson Siegel & Walmsley
Virginia
$22K -$35.2K -682 -61%
KFP
611
KB Financial Partners
New Jersey
$21K -$9.69K -188 -31%
BIA
612
Bell Investment Advisors
California
$20.8K -$567 -11 -3%
GRP
613
Global Retirement Partners
California
$19.3K -$3.25K -63 -15%
AWM
614
Avior Wealth Management
Nebraska
$17.6K +$17.6K +341 +2,842%
MA
615
MCF Advisors
Kentucky
$16.8K
PFBT
616
Parkside Financial Bank & Trust
Missouri
$16.7K -$361 -7 -2%
CSC
617
Cove Street Capital
California
$14K +$14.3K +278 New
SWA
618
Sutton Wealth Advisors
Florida
$12.9K -$5.98K -116 -31%
IBOK
619
Independence Bank of Kentucky
Kentucky
$12.5K +$13K +252 New
RMC
620
Resources Management Corp
Connecticut
$12K +$15.5K +300 New
DCM
621
Dupont Capital Management
Delaware
$11.2K -$622K -12,066 -98%
BTI
622
Blue Trust Inc
Georgia
$11K +$3.97K +77 +46%
VCM
623
Versant Capital Management
Arizona
$10.8K
AAS
624
Ameritas Advisory Services
Nebraska
$10.6K +$11K +214 New
UCB
625
United Community Bank
South Carolina
$9.94K