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Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
326
Zions Bancorporation
Utah
$99K +$1.31K +7 +1%
NSIM
327
North Star Investment Management
Illinois
$97K – – –
BWA
328
BDO Wealth Advisors
Florida
$96K -$3.93K -21 -4%
CHA
329
Carmichael Hill & Associates
Maryland
$96K – – –
CBT
330
CoreFirst Bank & Trust
Kansas
$95K – – –
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$83K -$50.5K -270 -37%
PFS
332
Prospera Financial Services
Texas
$83K +$85.8K +459 New
DC
333
DeDora Capital
California
$83K +$86K +460 New
SC
334
Seldon Capital
California
$72K – – –
CFB
335
Cullen/Frost Bankers
Texas
$71K – – –
JWA
336
JFS Wealth Advisors
Pennsylvania
$68K +$9.35K +50 +15%
AF
337
Advisornet Financial
Minnesota
$62K -$35.3K -189 -36%
BFEC
338
Benjamin F. Edwards & Company
Missouri
$58K – – –
DHGWA
339
Dixon Hughes Goodman Wealth Advisors
North Carolina
$56K +$3.55K +19 +7%
APA
340
American Portfolios Advisors
New York
$55.5K -$83.8K -448 -59%
CLOS
341
Compagnie Lombard Odier SCmA
Switzerland
$54K – – –
LF
342
Lee Financial
Texas
$54K – – –
OIA
343
Optimum Investment Advisors
Illinois
$54K – – –
TWC
344
TD Waterhouse Canada
Ontario, Canada
$53.4K -$14.8K -79 -24%
EI
345
Ellevest Inc
New York
$52K +$32.5K +174 +150%
GRP
346
Global Retirement Partners
California
$52K +$61.1K +327 New
IBOK
347
Independence Bank of Kentucky
Kentucky
$50K – – –
HBW
348
Hazlett, Burt & Watson
West Virginia
$50K +$51.4K +275 New
AP
349
Arlington Partners
Alabama
$49K – – –
CGA
350
Channing Global Advisors
Florida
$48K +$5.24K +28 +12%
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