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Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
1526
Fort Point Capital Partners
California
$343K +$1.38K +21 +0.5%
CA
1527
Calton & Associates
Florida
$343K +$9.85K +150 +3%
CF
1528
Centaurus Financial
California
$342K -$377K -5,742 -53%
CAAS
1529
Capital Asset Advisory Services
Michigan
$342K +$46.6K +710 +18%
MWPCG
1530
Measured Wealth Private Client Group
New Hampshire
$341K -$6.43K -98 -2%
CB
1531
Cadence Bank
Mississippi
$339K -$3.15K -48 -1%
FSA
1532
Franklin Street Advisors
North Carolina
$339K +$53.5K +815 +21%
IAMOG
1533
Investors Asset Management of Georgia
Georgia
$338K
KTC
1534
Kistler-Tiffany Companies
Pennsylvania
$337K +$4.86K +74 +2%
NFG
1535
Nations Financial Group
Iowa
$336K +$22.3K +339 +8%
MFG
1536
Monte Financial Group
Connecticut
$335K +$4.4K +67 +1%
VWA
1537
V Wealth Advisors
Kansas
$334K +$300K +4,564 New
YWP
1538
YorkBridge Wealth Partners
New York
$331K -$16.5K -251 -5%
EGA
1539
Eagle Global Advisors
Texas
$331K -$16K -243 -5%
LFA
1540
Landmark Financial Advisors
Kentucky
$331K +$66 +1 +0%
LPT
1541
Legacy Private Trust
Wisconsin
$331K +$24.8K +377 +9%
WRM
1542
Weybosset Research & Management
Rhode Island
$330K
EAM
1543
Evanson Asset Management
California
$329K -$422K -6,427 -59%
LKIM
1544
Lawson Kroeker Investment Management
Nebraska
$329K
RA
1545
RFG Advisory
Alabama
$327K +$293K +4,455 New
KFA
1546
Kelleher Financial Advisors
New York
$327K +$293K +4,468 New
GI
1547
Glovista Investments
New Jersey
$326K +$131 +2 +0%
CL
1548
CIM LLC
New York
$324K -$1.31K -20 -0.5%
GWA
1549
Guidant Wealth Advisors
Illinois
$324K
AF
1550
Affiance Financial
Minnesota
$323K