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Name Holding Trade Value Shares
Change
Change in
Stake
RT
1351
Rockland Trust
Massachusetts
$484K +$279K +1,576 +130%
KFA
1352
Kelleher Financial Advisors
New York
$482K – – –
KA
1353
KLCM Advisors
Wisconsin
$482K +$11.3K +64 +2%
NG
1354
Northstar Group
New York
$481K +$8.85K +50 +2%
TPWA
1355
TRUE Private Wealth Advisors
Oregon
$478K +$69K +390 +17%
HFA
1356
Huber Financial Advisors
Illinois
$473K +$481K +2,719 New
BOS
1357
Bingham Osborn & Scarborough
California
$472K +$37.3K +211 +8%
FHC
1358
First Heartland Consultants
Missouri
$471K -$359K -2,028 -43%
BWM
1359
BerganKDV Wealth Management
Minnesota
$471K -$102K -576 -18%
CWS
1360
Cypress Wealth Services
California
$470K +$479K +2,704 New
BCM
1361
Breiter Capital Management
Florida
$469K +$478K +2,699 New
BC
1362
Banced Corp
Illinois
$465K -$13.8K -78 -3%
JFA
1363
Johanson Financial Advisors
California
$465K +$20.5K +116 +5%
KFS
1364
Kurt F. Somerville
$459K -$4.42K -25 -0.9%
WI
1365
Wintrust Investments
Illinois
$455K +$54.3K +307 +13%
AFG
1366
Albion Financial Group
Utah
$455K +$158K +895 +52%
SAM
1367
Selway Asset Management
$454K -$53.1K -300 -10%
PGA
1368
Premia Global Advisors
Florida
$451K +$463K +2,619 New
SWK
1369
Stephen W. Kidder
$446K -$4.42K -25 -1%
SIM
1370
SSI Investment Management
California
$442K -$35K -198 -7%
GC
1371
Garde Capital
Washington
$441K +$22.1K +125 +5%
SWA
1372
Sutton Wealth Advisors
Florida
$440K – – –
JGIA
1373
Jackson Grant Investment Advisers
Connecticut
$440K +$392K +2,216 +710%
MCWS
1374
McKinley Carter Wealth Services
West Virginia
$438K -$30.8K -174 -6%
EGA
1375
E&G Advisors
Texas
$435K +$106K +600 +32%