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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
501
LGT Financial Advisors
Texas
$20.9K +$22.3K +1,295 New
UB
502
UMB Bank
Missouri
$19.9K
IA
503
IFP Advisors
Florida
$18.4K +$6.41K +373 +49%
BF
504
BOK Financial
Oklahoma
$18K +$6.51K +379 +52%
AGWCA
505
Annis Gardner Whiting Capital Advisors
Florida
$17.5K +$18.7K +1,086 New
PFBT
506
Parkside Financial Bank & Trust
Missouri
$16.6K +$1.61K +94 +10%
CIA
507
Cape Investment Advisory
Georgia
$16.1K
AT
508
Avalon Trust
New Mexico
$16.1K +$17.2K +1,000 New
GWS
509
Glassman Wealth Services
Virginia
$15.5K +$601 +35 +4%
PMFA
510
Plante Moran Financial Advisors
Michigan
$14.6K
VAG
511
VisionPoint Advisory Group
Texas
$14.2K -$3.99K -232 -21%
KHC
512
Koesten Hirschmann & Crabtree
Kansas
$13.8K
IFAM
513
Institutional & Family Asset Management
Colorado
$13.8K
RTC
514
Riverview Trust Company
Washington
$13.2K
EARNEST Partners
515
EARNEST Partners
Georgia
$12.1K
BTI
516
Blue Trust Inc
Georgia
$12K -$258 -15 -2%
AFS
517
Annapolis Financial Services
Maryland
$10.5K
BIA
518
Bell Investment Advisors
California
$10.5K -$1.7K -99 -13%
JWA
519
JFS Wealth Advisors
Pennsylvania
$10.2K
SIC
520
Salem Investment Counselors
North Carolina
$8.06K
GKIM
521
GW&K Investment Management
Massachusetts
$8K +$1.29K +75 +18%
FMP
522
Financial Management Professionals
Texas
$8K +$3.88K +226 +80%
Simplex Trading
523
Simplex Trading
Illinois
$8K +$9.26K +539 New
SL
524
Salomon & Ludwin
Virginia
$7.42K +$7.91K +460 New
CMA
525
Cedar Mountain Advisors
Oregon
$7.29K