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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
676
Meridian Wealth Advisors
Texas
$651K +$9.81K +70 +2%
Lido Advisors
677
Lido Advisors
California
$648K -$33.1K -236 -5%
CPR
678
CSU Producer Resources
Ohio
$648K
CG
679
Caprock Group
Idaho
$648K +$9.53K +68 +2%
PCMC
680
Private Capital Management (Colorado)
Colorado
$641K +$591K +4,219 New
DWT
681
Dorsey & Whitney Trust
South Dakota
$631K +$16.7K +119 +3%
AF
682
Allworth Financial
California
$625K -$229K -1,631 -29%
WA
683
WBH Advisory
Maryland
$625K -$45K -321 -7%
RC
684
Roundview Capital
New Jersey
$623K -$85.9K -613 -13%
KWM
685
Kingsview Wealth Management
Oregon
$623K +$34.2K +244 +6%
SCA
686
Sippican Capital Advisors
Massachusetts
$615K -$285K -2,034 -34%
PAM
687
Premier Asset Management
Illinois
$615K +$268K +1,910 +92%
BOH
688
Bank of Hawaii
Hawaii
$609K +$3.22K +23 +0.6%
MBT
689
Montecito Bank & Trust
California
$606K
DDC
690
DF Dent & Co
Maryland
$602K -$14K -100 -2%
JWCA
691
J.W. Coons Advisors
Ohio
$602K -$7.01K -50 -1%
ALAM
692
Asahi Life Asset Management
Japan
$600K -$126K -900 -19%
MA
693
Montag & Associates
Georgia
$596K -$105K -750 -16%
BPM
694
Bowling Portfolio Management
Ohio
$588K -$62.9K -449 -11%
SFS
695
Sowell Financial Services
Arkansas
$584K -$701 -5 -0.1%
PAS
696
Park Avenue Securities
New York
$584K +$126K +902 +31%
SP
697
Symmetry Partners
Connecticut
$578K -$1.26K -9 -0.2%
SLWA
698
San Luis Wealth Advisors
California
$576K +$524K +3,741 New
FQ
699
First Quadrant
California
$575K
BS
700
Bessemer Securities
New York
$574K