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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
601
Front Row Advisors
California
$34K -$4.95K -96 -12%
LB
602
Legacy Bridge
Iowa
$32.3K – – –
FP
603
Financial Perspectives
Minnesota
$28.8K – – –
CSPIA
604
Cary Street Partners Investment Advisory
Virginia
$27.3K – – –
ETC
605
Exchange Traded Concepts
Oklahoma
$27.3K +$28.4K +550 New
GWS
606
Glassman Wealth Services
Virginia
$25.9K – – –
LS
607
Livforsakringsbolaget Skandia
Sweden
$25.4K – – –
CA
608
Clearstead Advisors
Ohio
$24.5K +$2.42K +47 +11%
RWM
609
Ruedi Wealth Management
Illinois
$22.7K – – –
SSG
610
Summit Securities Group
New York
$22K -$321K -6,227 -93%
TSW
611
Thompson Siegel & Walmsley
Virginia
$22K -$35.2K -682 -61%
KFP
612
KB Financial Partners
New Jersey
$21K -$9.69K -188 -31%
BIA
613
Bell Investment Advisors
California
$20.8K -$567 -11 -3%
GRP
614
Global Retirement Partners
California
$19.3K -$3.25K -63 -15%
AWM
615
Avior Wealth Management
Nebraska
$17.6K +$17.6K +341 +2,842%
MA
616
MCF Advisors
Kentucky
$16.8K – – –
PFBT
617
Parkside Financial Bank & Trust
Missouri
$16.7K -$361 -7 -2%
CSC
618
Cove Street Capital
California
$14K +$14.3K +278 New
SWA
619
Sutton Wealth Advisors
Florida
$12.9K -$5.98K -116 -31%
IBOK
620
Independence Bank of Kentucky
Kentucky
$12.5K +$13K +252 New
RMC
621
Resources Management Corp
Connecticut
$12K +$15.5K +300 New
DCM
622
Dupont Capital Management
Delaware
$11.2K -$622K -12,066 -98%
BTI
623
Blue Trust Inc
Georgia
$11K +$3.97K +77 +46%
VCM
624
Versant Capital Management
Arizona
$10.8K – – –
AAS
625
Ameritas Advisory Services
Nebraska
$10.6K +$11K +214 New