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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
651
Hollencrest Capital Management
California
$310K
AF
652
Advisornet Financial
Minnesota
$308K -$22.1K -661 -7%
DCM
653
Donaldson Capital Management
Indiana
$306K
BFG
654
Berger Financial Group
Minnesota
$306K +$268 +8 +0.1%
GF
655
Goodman Financial
Texas
$306K -$98.8K -2,950 -25%
P
656
Pitcairn
Pennsylvania
$303K +$7.97K +238 +3%
AMG
657
Advisors Management Group
Wisconsin
$302K -$11.6K -347 -4%
CIC
658
Carnegie Investment Counsel
Ohio
$300K +$8.71K +260 +3%
PP
659
PDS Planning
Ohio
$300K -$9.18K -274 -3%
Envestnet Portfolio Solutions
660
Envestnet Portfolio Solutions
Illinois
$299K -$43.6K -1,301 -13%
1WA
661
180 Wealth Advisors
Washington
$298K +$7K +209 +2%
BCM
662
Brookstone Capital Management
Illinois
$296K -$4.12K -123 -1%
RPCONE
663
Retirement Planning Company of New England
Rhode Island
$295K -$268 -8 -0.1%
PVM
664
Palogic Value Management
Texas
$295K
FFN
665
Focus Financial Network
Minnesota
$294K +$3.55K +106 +1%
JCM
666
Jacobi Capital Management
Pennsylvania
$292K -$1.14K -34 -0.4%
PWM
667
Perigon Wealth Management
California
$289K +$12.4K +370 +5%
CMMS
668
Comprehensive Money Management Services
Florida
$289K
AAMC
669
Asset Allocation & Management Company
Illinois
$289K
TAM
670
Titleist Asset Management
Texas
$289K -$43K -1,284 -13%
SS
671
Sunbelt Securities
Texas
$285K -$119K -3,555 -30%
HCM
672
Howland Capital Management
Massachusetts
$285K
OFG
673
Oxford Financial Group
Indiana
$285K
CT
674
Caldwell Trust
Florida
$284K
WA
675
WP Advisors
California
$284K +$3.58K +107 +1%