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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
401
Sound Income Strategies
Florida
$18K +$96 +1 +0.5%
CI
402
CX Institutional
Indiana
$17K -$28.1K -294 -63%
PB
403
Pinnacle Bancorp
Nebraska
$17K
AA
404
AlphaMark Advisors
Kentucky
$16K -$2.97K -31 -16%
Fuller & Thaler Asset Management
405
Fuller & Thaler Asset Management
California
$16K
SPWG
406
Sage Private Wealth Group
Illinois
$13K +$12.8K +134 New
LWM
407
Liberty Wealth Management
California
$12K
PCM
408
Peregrine Capital Management
Minnesota
$12K
ASBI
409
American State Bank (Iowa)
Iowa
$11.4K +$11.5K +120 New
LF
410
Lee Financial
Texas
$11K
CB
411
Community Bank
New York
$10K -$95.7K -1,000 -91%
TCOV
412
Trust Company of Vermont
Vermont
$10K
CLOS
413
Compagnie Lombard Odier SCmA
Switzerland
$9K
RIM
414
Rockbridge Investment Management
New York
$9K
WT
415
Whittier Trust
California
$9K
VCG
416
Vantage Consulting Group
Virginia
$9K +$9.47K +99 New
IRC
417
Investors Research Corp
Georgia
$8K
ZB
418
Zions Bancorporation
Utah
$8K
Bessemer Group
419
Bessemer Group
New Jersey
$8K +$8.04K +84 New
FHC
420
First Horizon Corporation
Tennessee
$7K
GAM
421
Gemmer Asset Management
California
$7K
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
FPS
423
Fieldpoint Private Securities
Connecticut
$7K +$7.18K +75 New
LWA
424
Lenox Wealth Advisors
New York
$7K +$7.46K +78 New
SIAG
425
Safeguard Investment Advisory Group
California
$7K +$7.46K +78 New