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Name Holding Trade Value Shares
Change
Change in
Stake
BOK
426
Bank of Kentucky
Kentucky
$89K – – –
SFWA
427
Summit Financial Wealth Advisors
Louisiana
$89K – – –
JFA
428
JNBA Financial Advisors
Minnesota
$86K +$79.9K +1,750 +6,250%
CPIG
429
Chicago Partners Investment Group
Illinois
$82K +$45.5K +995 +155%
AFIA
430
America First Investment Advisors
Nebraska
$78K – – –
W
431
Wealthfront
California
$75K +$4.29K +94 +6%
DBT
432
Dubuque Bank & Trust
Iowa
$72K -$27.9K -610 -29%
BCM
433
Blume Capital Management
California
$72K – – –
GIS
434
Guardian Investor Services
New York
$69K – – –
MAM
435
Mizuho Asset Management
Japan
$65K +$23.3K +511 +61%
WTB
436
Washington Trust Bank
Washington
$58K +$45.7K +1,000 +500%
FHA
437
First Horizon Advisors
Tennessee
$57K +$3.29K +72 +6%
AP
438
Atwood & Palmer
Missouri
$48K – – –
PCM
439
Prelude Capital Management
New York
$48K +$45.6K +998 New
ST
440
Smithfield Trust
Pennsylvania
$46K – – –
GLI
441
Guardian Life Insurance
New York
$44K -$12.8K -280 -24%
WRM
442
Westport Resources Management
Connecticut
$43K -$477K -10,439 -92%
F
443
FolioMetrix
Nebraska
$43K – – –
MSFP
444
Mark Sheptoff Financial Planning
Connecticut
$43K – – –
WEC
445
Winslow Evans & Crocker
Massachusetts
$42.5K – – –
OIA
446
Optimum Investment Advisors
Illinois
$42K – – –
SF
447
Synovus Financial
Georgia
$41K – – –
EFSCE
448
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$2.1K -46 -5%
SAM
449
Shamrock Asset Management
Texas
$36K – – –
CAW
450
Cornerstone Advisors (Washington)
Washington
$35K -$1.19K -26 -3%