Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1676
Keynote Financial Services
Connecticut
$390K +$53.1K +258 +17%
AA
1677
Auxano Advisors
Washington
$389K -$8.64K -42 -2%
SCI
1678
S&CO Inc
Massachusetts
$388K – – –
AI
1679
AXS Investments
New York
$388K +$146K +711 +66%
AU
1680
AlphaGrep UK
$388K +$368K +1,787 New
ZF
1681
Zhang Financial
Michigan
$388K +$62.3K +303 +20%
EAN
1682
Excelsior Advisor Network
Colorado
$388K +$367K +1,785 New
DP
1683
Denver PWM
Colorado
$387K – – –
FIC
1684
Family Investment Center
Missouri
$387K +$366K +1,781 New
JFG
1685
Juno Financial Group
Virginia
$385K +$365K +1,775 New
CFGW
1686
Chancellor Financial Group WB
Pennsylvania
$385K +$617 +3 +0.2%
BWA
1687
Basecamp Wealth Advisors
Washington
$385K +$364K +1,772 New
EFA
1688
Edge Financial Advisors
Illinois
$384K -$3.91K -19 -1%
IIM
1689
Ironwood Investment Management
Massachusetts
$383K – – –
NCMW
1690
Northern Capital Management (Washington)
Washington
$382K +$30.8K +150 +9%
CMA
1691
Cedar Mountain Advisors
Oregon
$382K -$5.14K -25 -1%
GS
1692
GWN Securities
Florida
$380K +$3.91K +19 +1%
NO
1693
Ninety One
South Africa
$380K – – –
B
1694
Bailard
California
$380K -$29.6K -144 -8%
BLAM
1695
Bourne Lent Asset Management
New York
$380K – – –
OL
1696
OneFund LLC
Florida
$379K +$28.2K +137 +9%
GCA
1697
Gradient Capital Advisors
California
$379K +$26.3K +128 +8%
AP
1698
Appleton Partners
Massachusetts
$378K +$25.5K +124 +8%
PHS
1699
Pekin Hardy Strauss
Illinois
$378K +$1.85K +9 +0.5%
CG
1700
CFO4Life Group
Texas
$377K -$17.3K -84 -5%