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Name Holding Trade Value Shares
Change 		Change in
Stake
IB
501
Intrust Bank
Kansas
$737K – – –
PSUF
502
People's United Financial
Connecticut
$724K +$23.5K +640 +3%
OWA
503
One Wealth Advisors
California
$711K +$155K +4,230 +28%
NA
504
NewEdge Advisors
Louisiana
$709K +$150K +4,095 +27%
SVWAG
505
Sound View Wealth Advisors Group
Georgia
$709K +$400K +10,915 +134%
WWM
506
Western Wealth Management
Colorado
$708K +$698K +19,040 New
GCA
507
Greenwood Capital Associates
South Carolina
$707K +$17.6K +480 +3%
ATPW
508
Ashton Thomas Private Wealth
Arizona
$707K +$23.1K +630 +3%
PAI
509
Pittenger & Anderson Inc
Nebraska
$704K – – –
CYG
510
Clean Yield Group
Vermont
$702K -$5.5K -150 -0.8%
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$698K – – –
AAS
512
Avantax Advisory Services
Texas
$694K +$253K +6,915 +59%
PFS
513
Prospera Financial Services
Texas
$689K +$3.12K +85 +0.5%
RJT
514
Raymond James Trust
Florida
$686K -$50.4K -1,375 -7%
KA
515
Kovack Advisors
Florida
$686K +$916 +25 +0.1%
CI
516
Cigna Investments
Connecticut
$682K -$113K -3,095 -14%
BMO
517
Beck Mack & Oliver
New York
$669K -$22.9K -625 -3%
SSWM
518
Smith Salley Wealth Management
North Carolina
$666K -$8.8K -240 -1%
APA
519
American Portfolios Advisors
New York
$666K -$2.02K -55 -0.3%
ASC
520
Atalanta Sosnoff Capital
New York
$663K +$73.3K +2,000 +13%
ZB
521
Zions Bancorporation
Utah
$655K -$676K -18,450 -51%
IAA
522
Independent Advisor Alliance
North Carolina
$651K -$31.3K -855 -5%
TFS
523
Thoroughbred Financial Services
Tennessee
$642K +$5.32K +145 +0.8%
DCM
524
Davidson Capital Management
Texas
$639K +$629K +17,165 New
EMG
525
ETF Managers Group
New Jersey
$632K -$1.14M -31,015 -65%
19 20
21
22 23