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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
701
Lake Street Advisors Group
New Hampshire
$405K +$20.5K +539 +5%
HCM
702
Howland Capital Management
Massachusetts
$403K -$38K -1,000 -9%
TYCC
703
Texas Yale Capital Corp
Florida
$403K +$15.2K +400 +4%
HPCM
704
High Pointe Capital Management
Illinois
$401K -$431K -11,360 -52%
AC
705
Addison Capital
Pennsylvania
$401K -$11.4K -300 -3%
OIA
706
OneDigital Investment Advisors
Kansas
$397K -$14.1K -372 -3%
AIM
707
Axiom Investment Management
New York
$396K -$783K -20,622 -66%
IPW
708
Inlet Private Wealth
Florida
$396K -$26.6K -700 -6%
APP
709
Avantax Planning Partners
Iowa
$395K -$2.16K -57 -0.5%
RT
710
Rockland Trust
Massachusetts
$394K
CAM
711
Carret Asset Management
New York
$387K -$7.97K -210 -2%
FWP
712
FAS Wealth Partners
Kansas
$387K +$1.02K +27 +0.3%
UF
713
Univest Financial
Pennsylvania
$387K +$85.1K +2,240 +28%
BHWM
714
Bay Harbor Wealth Management
Maryland
$386K -$266 -7 -0.1%
WI
715
Wintrust Investments
Illinois
$384K +$155K +4,086 +67%
LJAC
716
L.J. Altfest & Co
New York
$383K +$9.91K +261 +3%
IAP
717
Indie Asset Partners
Indiana
$383K +$386K +10,153 New
FI
718
FormulaFolio Investments
Michigan
$381K -$4.41K -116 -1%
CA
719
Calton & Associates
Florida
$380K -$220K -5,801 -37%
CG
720
CFO4Life Group
Texas
$378K -$4.18K -110 -1%
SCM
721
Southport Capital Management
Tennessee
$378K +$11.2K +295 +3%
CK
722
Cohen Klingenstein
New York
$377K
SCA
723
Stillwater Capital Advisors
Pennsylvania
$377K
CIA
724
Choate Investment Advisors
Massachusetts
$376K
MS
725
Madden Securities
Texas
$372K +$374K +9,857 New