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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
451
SOA Wealth Advisors
New York
$64K – – –
ZB
452
Zions Bancorporation
Utah
$62.7K -$44.2K -200 -40%
MA
453
Montag & Associates
Georgia
$61.5K – – –
BIC
454
Beach Investment Counsel
Pennsylvania
$61K +$66.4K +300 New
SWS
455
SYSTM Wealth Solutions
Illinois
$60.9K -$7.74K -35 -11%
CHA
456
Carmichael Hill & Associates
Maryland
$57.4K – – –
IBOK
457
Independence Bank of Kentucky
Kentucky
$56.4K – – –
HBW
458
Hazlett, Burt & Watson
West Virginia
$56K – – –
FMP
459
Financial Management Professionals
Texas
$55K -$1.33K -6 -2%
FP
460
Financial Perspectives
Minnesota
$54.7K – – –
ACM
461
Anfield Capital Management
California
$51.2K – – –
OC
462
Oakworth Capital
Alabama
$51.2K – – –
OIA
463
Optimum Investment Advisors
Illinois
$51.2K – – –
CLOS
464
Compagnie Lombard Odier SCmA
Switzerland
$51.2K – – –
BSB
465
Bangor Savings Bank
Maine
$50.2K +$7.96K +36 +17%
RFG
466
RFP Financial Group
Georgia
$48.6K +$8.41K +38 +19%
PP
467
Pacifica Partners
Canada
$47.4K – – –
ECM
468
Estabrook Capital Management
New York
$45.1K – – –
ADL
469
Asset Dedication LLC
California
$44.7K +$26.1K +118 +118%
AF
470
Advisornet Financial
Minnesota
$43.4K +$28.1K +127 +149%
MG
471
Mather Group
Illinois
$42.6K +$19.9K +90 +114%
IA
472
IFP Advisors
Florida
$41.9K +$19.2K +87 +74%
WIM
473
Westside Investment Management
California
$38.7K +$30.7K +139 +278%
CAS
474
Coppell Advisory Solutions
Texas
$38.7K +$41.8K +189 New
IWA
475
IBEX Wealth Advisors
New Jersey
$37.1K +$40K +181 New
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