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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1301
Gryphon Financial Partners
Ohio
$761K +$43K +399 +5%
RSWM
1302
Robertson Stephens Wealth Management
California
$760K +$92.5K +859 +10%
MCIA
1303
Mountain Capital Investment Advisors
Colorado
$756K -$43.1K -400 -4%
WTB
1304
Washington Trust Bank
Washington
$754K -$9.39M -87,258 -91%
WWM
1305
Westwood Wealth Management
California
$754K +$81.8K +760 +9%
PVH
1306
Psagot Value Holdings
Israel
$752K -$159K -1,478 -14%
IBOK
1307
Independence Bank of Kentucky
Kentucky
$749K +$775K +7,197 +397%
SFA
1308
Sequoia Financial Advisors
Ohio
$748K -$40.5K -376 -4%
AO
1309
Advisor OS
Illinois
$747K -$42.8K -398 -4%
RBC
1310
Romano Brothers & Co
Illinois
$747K +$967K +8,985 New
MFG
1311
Magnus Financial Group
New York
$745K +$65.3K +607 +7%
SAF
1312
Smith Anglin Financial
Texas
$744K -$5.71K -53 -0.6%
TWI
1313
Thomas White International
Illinois
$743K
ANB
1314
Amarillo National Bank
Texas
$732K -$7.21K -67 -0.8%
DL
1315
DOHJ LLC
Washington
$730K +$49.1K +456 +5%
CA
1316
Cornerstone Advisory
Maryland
$723K -$10.8K -100 -1%
HCM
1317
Howland Capital Management
Massachusetts
$720K
EFSCE
1318
Enterprise Financial Services Corp (EFSC)
Missouri
$719K -$14.2K -132 -2%
HH
1319
Hilltop Holdings
Texas
$718K -$17.1K -159 -2%
ACMA
1320
Arbor Capital Management (Alaska)
Alaska
$718K +$12.3K +114 +1%
SIM
1321
Sentry Investment Management
Wisconsin
$717K
LMKC
1322
L.M. Kohn & Company
Ohio
$716K +$3.88K +36 +0.4%
AA
1323
Auxano Advisors
Washington
$715K +$101K +935 +12%
OIA
1324
OneDigital Investment Advisors
Kansas
$715K +$190K +1,769 +26%
FNB
1325
Farmers National Bank
Kentucky
$715K +$50.7K +471 +6%