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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1326
Kelleher Financial Advisors
New York
$572K -$59.1K -300 -10%
SFSIG
1327
San Francisco Sentry Investment Group
California
$571K -$16.6K -84 -3%
HFA
1328
Huber Financial Advisors
Illinois
$569K +$1.58K +8 +0.3%
GEA
1329
Glen Eagle Advisors
New Jersey
$566K +$1.58K +8 +0.3%
PFS
1330
Prospera Financial Services
Texas
$566K +$43.6K +221 +8%
BWM
1331
BerganKDV Wealth Management
Minnesota
$563K +$31.9K +162 +6%
GTAM
1332
Global Trust Asset Management
Florida
$561K +$533K +2,707 New
MWM
1333
Mascoma Wealth Management
New Hampshire
$560K -$248K -1,258 -32%
FSA
1334
Franklin Street Advisors
North Carolina
$560K
NJBEST
1335
New Jersey Better Educational Savings Trust
New Jersey
$560K
CAM
1336
Covenant Asset Management
New Jersey
$559K +$8.87K +45 +2%
CBN
1337
Cadence Bank NA
Texas
$558K +$531K +2,692 New
UC
1338
Unio Capital
New Jersey
$556K -$24.6K -125 -4%
MWM
1339
Meridian Wealth Management
Kentucky
$554K -$6.5K -33 -1%
DMC
1340
Drexel Morgan & Co
Pennsylvania
$551K
SMFS
1341
Squar Milner Financial Services
California
$546K -$61.7K -313 -11%
PAS
1342
Partnervest Advisory Services
California
$542K +$40.4K +205 +9%
PAM
1343
PVG Asset Management
Colorado
$541K -$1.46M -7,410 -74%
USGIU
1344
U.S. Global Investors (USGI)
Texas
$540K -$18.9K -96 -4%
ACM
1345
Alethea Capital Management
Washington
$539K
MHIC
1346
Marble Harbor Investment Counsel
Massachusetts
$539K +$9.85K +50 +2%
WA
1347
Waverly Advisors
Alabama
$537K +$21.3K +108 +4%
RFA
1348
Reilly Financial Advisors
California
$534K
SCM
1349
SOL Capital Management
Maryland
$532K
JGIA
1350
Jackson Grant Investment Advisers
Connecticut
$532K +$394 +2 +0.1%