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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
576
Parthenon LLC
Kentucky
$830K – – –
GFM
577
GF Fund Management
China
$815K +$803K +5,499 New
CFB
578
Cullen/Frost Bankers
Texas
$802K +$66.3K +454 +9%
WG
579
Welch Group
Alabama
$800K +$65.7K +450 +9%
ADL
580
Asset Dedication LLC
California
$800K +$47.3K +324 +6%
CWS
581
Confluence Wealth Services
Pennsylvania
$795K +$876 +6 +0.1%
PCIA
582
Prime Capital Investment Advisors
Kansas
$787K -$475K -3,256 -38%
IBOK
583
Independence Bank of Kentucky
Kentucky
$782K -$3.65K -25 -0.5%
ATS
584
Ashton Thomas Securities
New York
$770K +$5.26K +36 +0.7%
IF
585
Ironwood Financial
Arizona
$763K – – –
CWM
586
Circle Wealth Management
New Jersey
$763K -$32.9K -225 -4%
UB
587
UMB Bank
Missouri
$760K +$49.8K +341 +7%
FGP
588
Freestone Grove Partners
California
$759K +$748K +5,120 New
ILI
589
Invesco LLC (Illinois)
Illinois
$757K – – –
LWAM
590
Legacy Wealth Asset Management
Minnesota
$757K -$1.61K -11 -0.2%
BFS
591
Bard Financial Services
Connecticut
$756K – – –
JIC
592
Joel Isaacson & Co
New York
$753K – – –
OIA
593
Optimum Investment Advisors
Illinois
$749K – – –
ETC
594
Exchange Traded Concepts
Oklahoma
$747K +$142K +973 +24%
BHWM
595
Bar Harbor Wealth Management
New Hampshire
$745K – – –
BFA
596
Bragg Financial Advisors
North Carolina
$745K – – –
PA
597
Parallel Advisors
California
$742K +$19.7K +135 +3%
PL
598
Plancorp LLC
Missouri
$736K +$139K +955 +24%
WT
599
Washington Trust
Rhode Island
$736K -$10.9K -75 -1%
QCG
600
Quadrant Capital Group
Ohio
$728K +$203K +1,388 +39%
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