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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1326
Wealth Management Associates
New Jersey
$635K -$22.4K -225 -4%
CA
1327
Claro Advisors
Massachusetts
$635K +$308K +3,087 +104%
AFM
1328
Abbot Financial Management
Massachusetts
$630K -$4.19K -42 -0.7%
CIM
1329
Confluence Investment Management
Missouri
$630K +$14.3K +143 +2%
WHAM
1330
Windmill Hill Asset Management
United Kingdom
$627K -$22.4K -225 -4%
USGIU
1331
U.S. Global Investors (USGI)
Texas
$626K – – –
FCB
1332
First County Bank
Connecticut
$626K +$84.4K +846 +17%
NWAG
1333
Net Worth Advisory Group
Utah
$624K +$2.59K +26 +0.4%
PAMG
1334
Patton Albertson Miller Group
Tennessee
$624K -$2.99K -30 -0.5%
SCM
1335
SOL Capital Management
Maryland
$621K – – –
TFA
1336
Tranquilli Financial Advisor
New Jersey
$619K +$17K +170 +3%
MCA
1337
Magnolia Capital Advisors
Mississippi
$616K +$13.1K +131 +2%
NAM
1338
NTV Asset Management
West Virginia
$616K -$2.79K -28 -0.5%
NL
1339
NWAM LLC
Washington
$615K -$36.2K -363 -6%
KSB
1340
Kennebec Savings Bank
Maine
$613K +$34.8K +349 +6%
MTC
1341
McDaniel Terry & Co
Texas
$613K – – –
CC
1342
Chicago Capital
Illinois
$613K +$109K +1,096 +23%
LFA
1343
Legacy Financial Advisors
Kentucky
$612K -$199K -1,996 -26%
KP
1344
Keel Point
Alabama
$612K -$6.38K -64 -1%
BO
1345
Bank OZK
Arkansas
$611K -$47.2K -473 -8%
RSWM
1346
Robertson Stephens Wealth Management
California
$607K -$85.5K -857 -13%
SFC
1347
SYM Financial Corp
Indiana
$607K +$131K +1,309 +29%
IAS
1348
Investment Advisory Services
Texas
$605K +$2.39K +24 +0.4%
BONH
1349
Bank of New Hampshire
New Hampshire
$604K -$159K -1,596 -22%
NS
1350
NBC Securities
Alabama
$602K +$572K +5,734 +114,680%
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