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Name Holding Trade Value Shares
Change
Change in
Stake
TC
301
Truvestments Capital
Florida
$67K – – –
ZB
302
Zions Bancorporation
Utah
$62K – – –
BCWM
303
Bartlett & Co Wealth Management
Ohio
$59.1K -$33K -2,925 -37%
CFGS
304
Concourse Financial Group Securities
Alabama
$59K -$62.5K -5,530 -53%
BC
305
Bartlett & Co
Ohio
$59K -$33K -2,925 -37%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$59K -$3.56K -315 -6%
AIM
307
Advantage Investment Management
Iowa
$55K +$847 +75 +2%
IA
308
IFP Advisors
Florida
$52K +$49.4K +4,370 New
MA
309
MUFG Americas
New York
$50K – – –
BBHC
310
Brown Brothers Harriman & Co
New York
$47K – – –
ASN
311
Advisory Services Network
Georgia
$41K – – –
BWP
312
Baldwin Wealth Partners
Massachusetts
$41K – – –
H
313
Hexavest
Quebec, Canada
$41K – – –
EW
314
Evoke Wealth
California
$38.4K +$36.6K +3,245 New
Schroder Investment Management Group
315
Schroder Investment Management Group
United Kingdom
$38K +$36.9K +3,270 New
CBT
316
Capital Bank & Trust
California
$37K – – –
KC
317
Knuff & Co
California
$35K +$33.9K +3,000 New
RCAG
318
Rehmann Capital Advisory Group
Michigan
$34.1K – – –
AP
319
Arlington Partners
Alabama
$34K – – –
GWM
320
Geneos Wealth Management
Colorado
$33K +$22.6K +2,000 +241%
JIR
321
James Investment Research
Ohio
$30K – – –
SPIA
322
Steward Partners Investment Advisory
New York
$30K +$4.74K +420 +20%
FIA
323
FNY Investment Advisers
New York
$29K +$28.2K +2,500 New
TL
324
TrueWealth LLC
Georgia
$27K – – –
TWA
325
TCI Wealth Advisors
Arizona
$26K – – –