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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
876
Thoroughbred Financial Services
Tennessee
$419K +$315K +5,820 New
SYBT
877
Stock Yards Bank & Trust
Kentucky
$418K
RP
878
Riverbridge Partners
Minnesota
$416K -$20.3K -375 -6%
FMC
879
First Merchants Corp
Indiana
$416K
IA
880
IFP Advisors
Florida
$416K +$51.1K +945 +18%
PP
881
Patten & Patten
Tennessee
$416K +$312K +5,775 New
PGWM
882
Parisi Gray Wealth Management
New Jersey
$410K -$36.5K -675 -11%
VIA
883
Vident Investment Advisory
Georgia
$409K -$3M -55,530 -91%
ET
884
Equitable Trust
Tennessee
$408K -$94.9K -1,755 -24%
SFS
885
Summit Financial Strategies
Ohio
$407K +$306K +5,655 New
IC
886
IEQ Capital
California
$405K -$936K -17,310 -75%
P
887
Pitcairn
Pennsylvania
$404K +$303K +5,610 New
CT
888
Columbia Trust
Oregon
$404K +$304K +5,625 New
WA
889
WBH Advisory
Maryland
$403K +$303K +5,610 New
BIM
890
Bridges Investment Management
Nebraska
$400K +$300K +5,550 New
CWG
891
Cornerstone Wealth Group
North Carolina
$400K +$300K +5,550 New
1WA
892
180 Wealth Advisors
Washington
$398K +$215K +3,975 New
PSF
893
Pacific Sun Financial
California
$398K +$299K +5,535 New
UR
894
USCA RIA
Texas
$395K +$297K +5,490 New
CIA
895
Choate Investment Advisors
Massachusetts
$394K +$296K +5,475 New
ESBC
896
E.S. Barr & Co
Kentucky
$393K +$295K +5,460 New
FMWA
897
Forvis Mazars Wealth Advisors
Missouri
$393K +$295K +5,460 New
RA
898
RFG Advisory
Alabama
$393K +$295K +5,460 New
MGIA
899
Moneta Group Investment Advisors
Missouri
$392K +$295K +5,445 New
VFM
900
Vivid Financial Management
California
$392K +$295K +5,445 New