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Name Holding Trade Value Shares
Change
Change in
Stake
PMA
726
Prudent Man Advisors
Illinois
$745K +$26K +326 +4%
CFG
727
Citizens Financial Group
Rhode Island
$742K +$313K +3,916 +76%
FBT
728
First Bankers Trust
Kentucky
$742K – – –
EF
729
Empowered Funds
Pennsylvania
$741K -$7.87M -98,543 -92%
FWCM
730
Ferguson Wellman Capital Management
Oregon
$740K – – –
HWA
731
HHM Wealth Advisors
Tennessee
$736K +$685K +8,578 +1,906%
CCA
732
Checchi Capital Advisers
California
$733K +$15.2K +190 +2%
FFA
733
Founders Financial Alliance
North Carolina
$732K – – –
LFAS
734
Level Four Advisory Services
Texas
$725K -$516K -6,464 -42%
AWE
735
Avidian Wealth Enterprises
Texas
$724K +$180K +2,255 +34%
SAM
736
SignalPoint Asset Management
Missouri
$719K +$14.1K +176 +2%
GSEP
737
Golden State Equity Partners
California
$718K +$703K +8,805 New
MA
738
Mutual Advisors
Nebraska
$715K -$38.8K -486 -5%
AIC
739
Archer Investment Corporation
Indiana
$712K -$4.23K -53 -0.6%
WCM
740
WealthBridge Capital Management
Ohio
$710K +$41.6K +521 +6%
MSCM
741
McElhenny Sheffield Capital Management
Texas
$708K -$32.1K -402 -4%
GWAG
742
Garrett Wealth Advisory Group
Texas
$707K +$693K +8,673 New
CSC
743
Caldwell Sutter Capital
California
$707K -$34.3K -429 -5%
BA
744
Bristlecone Advisors
Washington
$706K -$18.5K -232 -3%
TIAA Trust, National Association
745
TIAA Trust, National Association
North Carolina
$704K -$1.52K -19 -0.2%
HI
746
Horizon Investments
North Carolina
$702K +$11K +138 +2%
SMA
747
Sage Mountain Advisors
Georgia
$700K +$31.2K +391 +5%
UB
748
UMB Bank
Missouri
$696K -$13.5K -169 -2%
AMIM
749
Aull & Monroe Investment Management
Alabama
$694K – – –
NA
750
Navellier & Associates
Nevada
$693K +$3.75K +47 +0.6%