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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
551
CoreFirst Bank & Trust
Kansas
$29K – – –
GWSG
552
GPS Wealth Strategies Group
Colorado
$29K – – –
SWM
553
Selective Wealth Management
Virginia
$29K +$56 +1 +0.2%
First Manhattan
554
First Manhattan
New York
$29K +$4.97K +89 +21%
LWCFA
555
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$27.9K +500 New
HNB
556
Huntington National Bank
Ohio
$27K -$9.94K -178 -28%
FI
557
Financial Insights
Washington
$25.6K +$25K +448 New
CFO
558
CVA Family Office
Colorado
$25K +$11.2K +200 +85%
GI
559
Gradient Investments
Minnesota
$23K -$4.97K -89 -18%
IBOK
560
Independence Bank of Kentucky
Kentucky
$23K – – –
SN
561
Sittner & Nelson
Oregon
$23K – – –
WLPWM
562
Walled Lake Planning & Wealth Management
Illinois
$23K – – –
LWM
563
Liberty Wealth Management
California
$22K -$1.34K -24 -6%
IRAG
564
Investment Research & Advisory Group
Georgia
$22K – – –
LPWM
565
Lake Point Wealth Management
Texas
$22K +$21.7K +388 New
PWMG
566
Prestige Wealth Management Group
New Jersey
$21K -$5.47K -98 -21%
WP
567
WealthShield Partners
North Carolina
$20K +$56 +1 +0.3%
ETC
568
Exchange Traded Concepts
Oklahoma
$20K +$19.5K +349 New
IFAM
569
Institutional & Family Asset Management
Colorado
$19K +$1.95K +35 +12%
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
NL
571
NVWM LLC
Pennsylvania
$18K – – –
SCM
572
Silvant Capital Management
Georgia
$18K – – –
GWS
573
Glassman Wealth Services
Virginia
$18K +$1.06K +19 +6%
WIM
574
Westside Investment Management
California
$17.1K – – –
HWA
575
Heritage Wealth Advisors
Virginia
$17.1K – – –