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Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
576
AMG National Trust Bank
Colorado
$200K +$198K +2,181 New
IAS
577
IMA Advisory Services
Colorado
$200K +$79K +870 +67%
GRP
578
Global Retirement Partners
California
$198K +$196K +2,161 New
CCWM
579
Cassaday & Co Wealth Management
Virginia
$195K – – –
PA
580
Parallel Advisors
California
$195K – – –
TFA
581
Transamerica Financial Advisors
Florida
$194K -$32.1K -353 -14%
OWP
582
ORG Wealth Partners
Texas
$192K – – –
BCWM
583
Bartlett & Co Wealth Management
Ohio
$186K -$45.2K -498 -20%
TIA
584
Tiemann Investment Advisors
California
$183K +$182K +2,000 New
VCM
585
Versant Capital Management
Arizona
$174K -$33.3K -366 -16%
CAL
586
Capital Analysts LLC
Pennsylvania
$173K +$27.7K +305 +19%
CBT
587
Crews Bank & Trust
Florida
$156K +$154K +1,696 New
LFG
588
Larson Financial Group
Missouri
$148K +$26K +286 +22%
CF
589
Centaurus Financial
California
$142K – – –
ECM
590
Estabrook Capital Management
New York
$138K – – –
AIP
591
Ameritas Investment Partners
Nebraska
$137K -$7.27K -80 -5%
UB
592
UMB Bank
Missouri
$136K +$909 +10 +0.7%
PWPS
593
Pinnacle Wealth Planning Services
Ohio
$132K -$177K -1,944 -57%
BC
594
Bayforest Capital
United Kingdom
$122K +$42.7K +470 +54%
PAI
595
Pittenger & Anderson Inc
Nebraska
$122K – – –
FHC
596
First Horizon Corporation
Tennessee
$121K – – –
MNA
597
Manning & Napier Advisors
New York
$121K +$5K +55 +4%
HI
598
Harbour Investments
Wisconsin
$117K +$3K +33 +3%
SAM
599
Smartleaf Asset Management
Massachusetts
$116K – – –
BAM
600
Byrne Asset Management
New Jersey
$114K +$182 +2 +0.2%
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