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Name Holding Trade Value Shares
Change
Change in
Stake
MA
801
Montag & Associates
Georgia
$27K -$11.3K -32 -35%
CAL
802
Capital Analysts LLC
Pennsylvania
$23K -$63.7K -180 -78%
SIM
803
Sonora Investment Management
Arizona
$23K +$17.7K +50 New
MC
804
Maverick Capital
Texas
$23K +$18K +51 New
AWM
805
Avior Wealth Management
Nebraska
$22K – – –
EARNEST Partners
806
EARNEST Partners
Georgia
$21K – – –
DWA
807
Delos Wealth Advisors
Texas
$21K +$15.9K +45 New
PAI
808
Pittenger & Anderson Inc
Nebraska
$18K -$3.89K -11 -22%
EWM
809
Edge Wealth Management
New York
$18K – – –
TC
810
Trust Company
Kansas
$18K – – –
IUHSA
811
Itau Unibanco Holding S.A.
Brazil
$18K +$13.8K +39 New
ZB
812
Zions Bancorporation
Utah
$17K -$707 -2 -5%
RFA
813
Reilly Financial Advisors
California
$16K – – –
AWM
814
Activest Wealth Management
Florida
$15K -$37.1K -105 -76%
EFSCE
815
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$2.48K -7 -17%
HWMA
816
Heritage Wealth Management (Arizona)
Arizona
$15K +$11.7K +33 New
GI
817
Gradient Investments
Minnesota
$14K – – –
WQ
818
Wealth Quarterback
New Jersey
$14K +$10.6K +30 New
PFBT
819
Parkside Financial Bank & Trust
Missouri
$12K -$16.6K -47 -64%
AFS
820
Annapolis Financial Services
Maryland
$12K – – –
PCG
821
Private Capital Group
Connecticut
$12K +$1.77K +5 +25%
AF
822
Allworth Financial
California
$11K -$17.7K -50 -68%
BFC
823
Bedel Financial Consulting
Indiana
$11K – – –
CFO
824
CVA Family Office
Colorado
$11K +$8.84K +25 New
EWA
825
Evolution Wealth Advisors
Florida
$11K +$8.84K +25 New