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Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
476
Sound Financial Strategies Group
Mississippi
$761K -$53.5K -352 -6%
LIM
477
Loudon Investment Management
New Hampshire
$760K -$18.2K -120 -2%
BMC
478
Beaton Management Company
Massachusetts
$753K -$15.2K -100 -2%
GVAG
479
Great Valley Advisor Group
Delaware
$750K -$69K -454 -7%
PCMF
480
Private Capital Management (Florida)
Florida
$747K +$866K +5,700 New
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$746K +$39.4K +259 +5%
HI
482
Horizon Investments
North Carolina
$745K -$16.4K -108 -2%
QT
483
Quantamental Technologies
New York
$743K -$264K -1,739 -23%
LTAS
484
Linden Thomas Advisory Services
North Carolina
$740K +$858K +5,648 New
CA
485
Cetera Advisors
Colorado
$738K +$36.3K +239 +4%
IWM
486
IHT Wealth Management
Illinois
$737K +$92.2K +607 +12%
GIA
487
Gateway Investment Advisers
Ohio
$733K -$1.06K -7 -0.1%
IGAM
488
iA Global Asset Management
Quebec, Canada
$733K +$181K +1,193 +27%
N
489
Natixis
France
$731K +$60.5K +398 +8%
GT
490
Glenview Trust
Kentucky
$729K -$4.86K -32 -0.6%
MME
491
Meag Munich Ergo
Germany
$724K -$206K -1,357 -20%
Assenagon Asset Management
492
Assenagon Asset Management
Luxembourg
$724K -$3.07M -20,200 -79%
CIBC World Market
493
CIBC World Market
Ontario, Canada
$722K -$57.9K -381 -6%
EOJOAM
494
E. Ohman J:or Asset Management
Sweden
$721K
CA
495
Cullinan Associates
Kentucky
$718K -$198K -1,300 -19%
S
496
SignatureFD
Georgia
$712K -$53.9K -355 -6%
CA
497
Claro Advisors
Massachusetts
$707K +$57.3K +377 +8%
PTC
498
Petrus Trust Company
Texas
$699K +$811K +5,334 New
MSFP
499
Mark Sheptoff Financial Planning
Connecticut
$695K
MWA
500
Moser Wealth Advisors
Washington
$682K -$14.4K -95 -2%