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Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
401
Stock Yards Bank & Trust
Kentucky
$384K
BCA
402
Bay Colony Advisors
Massachusetts
$384K +$51.4K +940 +18%
TFS
403
TrustCore Financial Services
Tennessee
$374K +$6.83K +125 +2%
GIM
404
Grassi Investment Management
California
$371K
NIM
405
Northeast Investment Management
Massachusetts
$371K
FAIM
406
Financial Advocates Investment Management
Washington
$370K -$45.3K -829 -12%
TI
407
Tidal Investments
Wisconsin
$370K +$91.2K +1,670 +39%
PS
408
Planned Solutions
California
$369K -$9.56K -175 -3%
GWAG
409
Garrett Wealth Advisory Group
Texas
$368K +$2.57K +47 +0.8%
BF
410
BOK Financial
Oklahoma
$362K -$6.67K -122 -2%
S
411
SignatureFD
Georgia
$362K +$129K +2,368 +68%
CC
412
Centiva Capital
New York
$357K +$315K +5,774 New
SG
413
Stonnington Group
California
$356K
LS
414
Livforsakringsbolaget Skandia
Sweden
$355K
Bessemer Group
415
Bessemer Group
New Jersey
$355K +$37.7K +690 +14%
IA
416
IFP Advisors
Florida
$351K +$219K +4,007 +178%
AWM
417
Affinity Wealth Management
Delaware
$350K -$19.9K -364 -6%
SOAMC
418
Spirit of America Management Corp
New York
$343K
KM
419
Kalos Management
Georgia
$339K -$51.6K -944 -14%
SW
420
SVB Wealth
Massachusetts
$334K +$296K +5,414 New
AIP
421
Ameritas Investment Partners
Nebraska
$330K
WOC
422
West Oak Capital
California
$325K
HWA
423
Hilltop Wealth Advisors
North Carolina
$323K
BP
424
Ballentine Partners
Massachusetts
$322K +$285K +5,219 New
SPFA
425
Summit Place Financial Advisors
New Jersey
$321K