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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
KA
726
Kozak & Associates
Colorado
$35K – – –
GCM
727
Gables Capital Management
Florida
$34K – – –
FFG
728
Ford Financial Group
California
$34K +$32.9K +187 New
JWA
729
JFS Wealth Advisors
Pennsylvania
$34K +$33K +188 New
NFG
730
Next Financial Group
Texas
$33K +$10.5K +60 +50%
IRC
731
Investors Research Corp
Georgia
$32K – – –
PO
732
Private Ocean
California
$30K – – –
DFCM
733
Dark Forest Capital Management
Puerto Rico
$30K +$28.5K +162 New
STCOSD
734
Sageworth Trust Company of South Dakota
South Dakota
$30K +$28.7K +163 New
TCI Wealth Advisors
735
TCI Wealth Advisors
Arizona
$29K – – –
FRA
736
Front Row Advisors
California
$29K +$28.1K +160 New
Harbour Investments
737
Harbour Investments
Wisconsin
$28K -$21.1K -120 -44%
BWM
738
BerganKDV Wealth Management
Minnesota
$27K – – –
OAJ
739
Ogorek Anthony Joseph
New York
$27K – – –
RFA
740
Reilly Financial Advisors
California
$26K – – –
BFC
741
Bedel Financial Consulting
Indiana
$25K – – –
CoreCap Advisors
742
CoreCap Advisors
Michigan
$25K +$23.7K +135 New
Fuller & Thaler Asset Management
743
Fuller & Thaler Asset Management
California
$24K – – –
PFGIA
744
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$176 +1 +0.8%
DHGWA
745
Dixon Hughes Goodman Wealth Advisors
North Carolina
$24K +$22.9K +130 New
PSB
746
Piscataqua Savings Bank
New Hampshire
$23K – – –
PP
747
PrairieView Partners
Minnesota
$23K – – –
EverSource Wealth Advisors
748
EverSource Wealth Advisors
Alabama
$23K +$22.3K +127 New
BLC
749
Brown, Lisle/Cummings
Rhode Island
$22.9K +$22K +125 New
MFA
750
McClarren Financial Advisors
Pennsylvania
$21K +$176 +1 +0.9%