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Name Holding Trade Value Shares
Change
Change in
Stake
ADBIC
401
A.D. Beadell Investment Counsel
Wisconsin
$892K -$92.3K -1,300 -10%
CB
402
Commerce Bank
Missouri
$887K -$62.6K -882 -7%
DSC
403
Duncker Streett & Co
Missouri
$869K +$2.98K +42 +0.4%
BF
404
BOK Financial
Oklahoma
$865K +$138K +1,940 +20%
Brown Advisory
405
Brown Advisory
Maryland
$864K -$7.31K -103 -0.9%
AR
406
Advisory Research
Illinois
$860K – – –
GWM
407
Geneos Wealth Management
Colorado
$854K +$157K +2,213 +24%
EI
408
EDMP Inc
Florida
$849K -$56.1K -790 -6%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$841K -$105K -1,474 -11%
TFS
410
TrustCore Financial Services
Tennessee
$832K +$19.7K +277 +2%
PAMG
411
Patton Albertson Miller Group
Tennessee
$809K +$43.6K +615 +6%
TC
412
Truvestments Capital
Florida
$805K +$207K +2,922 +36%
PSF
413
Pacific Sun Financial
California
$784K +$7.1K +100 +0.9%
VF
414
Virtu Financial
New York
$766K +$744K +10,486 New
WHG
415
Westwood Holdings Group
Texas
$764K -$26.3K -370 -3%
UAS
416
United Asset Strategies
New York
$762K +$20.4K +287 +3%
GT
417
Glenview Trust
Kentucky
$741K – – –
CBB
418
Citizens Business Bank
California
$740K -$10.9K -154 -1%
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$729K -$37.9K -534 -5%
LHC
420
Little House Capital
Massachusetts
$728K +$701K +9,874 New
PG
421
Pendal Group
Australia
$728K – – –
RBFC
422
Roman Butler Fullerton & Co
Missouri
$714K +$3.62K +51 +0.5%
CI
423
Cigna Investments
Connecticut
$714K +$49.8K +702 +7%
HH
424
Hilltop Holdings
Texas
$693K +$21.5K +303 +3%
PFC
425
Phocas Financial Corp
California
$691K – – –