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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1351
TRUE Private Wealth Advisors
Oregon
$478K +$69K +390 +17%
HFA
1352
Huber Financial Advisors
Illinois
$473K +$481K +2,719 New
BOS
1353
Bingham Osborn & Scarborough
California
$472K +$37.3K +211 +8%
FHC
1354
First Heartland Consultants
Missouri
$471K -$359K -2,028 -43%
BWM
1355
BerganKDV Wealth Management
Minnesota
$471K -$102K -576 -18%
CWS
1356
Cypress Wealth Services
California
$470K +$479K +2,704 New
BCM
1357
Breiter Capital Management
Florida
$469K +$478K +2,699 New
BC
1358
Banced Corp
Illinois
$465K -$13.8K -78 -3%
JFA
1359
Johanson Financial Advisors
California
$465K +$20.5K +116 +5%
KFS
1360
Kurt F. Somerville
$459K -$4.42K -25 -0.9%
WI
1361
Wintrust Investments
Illinois
$455K +$54.3K +307 +13%
AFG
1362
Albion Financial Group
Utah
$455K +$158K +895 +52%
SAM
1363
Selway Asset Management
$454K -$53.1K -300 -10%
PGA
1364
Premia Global Advisors
Florida
$451K +$463K +2,619 New
SWK
1365
Stephen W. Kidder
$446K -$4.42K -25 -1%
SIM
1366
SSI Investment Management
California
$442K -$35K -198 -7%
GC
1367
Garde Capital
Washington
$441K +$22.1K +125 +5%
SWA
1368
Sutton Wealth Advisors
Florida
$440K
JGIA
1369
Jackson Grant Investment Advisers
Connecticut
$440K +$392K +2,216 +710%
MCWS
1370
McKinley Carter Wealth Services
West Virginia
$438K -$30.8K -174 -6%
EGA
1371
E&G Advisors
Texas
$435K +$106K +600 +32%
SCM
1372
SOL Capital Management
Maryland
$431K -$93.8K -530 -18%
SKK
1373
Shepherd Kaplan Krochuk
Massachusetts
$431K
SSW
1374
Smith Shellnut Wilson
Mississippi
$430K
SCCM
1375
Schafer Cullen Capital Management
New York
$430K +$16.8K +95 +4%