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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
901
Larson Financial Group
Missouri
$614K +$112K +564 +23%
PP
902
Patron Partners
Texas
$609K -$14.7K -74 -2%
CM
903
Castleark Management
Illinois
$608K – – –
HPC
904
HM Payson & Co
Maine
$608K -$17.9K -90 -3%
MFIM
905
Mesirow Financial Investment Management
Illinois
$607K +$279K +1,402 +90%
PGFC
906
Peapack-Gladstone Financial Corp
New Jersey
$605K +$199K +1,000 +52%
HWA
907
Heritage Wealth Advisors
Virginia
$601K -$797 -4 -0.1%
CAM
908
Creekmur Asset Management
Illinois
$596K -$600K -3,013 -51%
TNAM
909
Terra Nova Asset Management
New York
$593K -$42.6K -214 -7%
FMLI
910
Fukoku Mutual Life Insurance
Japan
$587K -$9.96K -50 -2%
C
911
Certuity
Florida
$582K +$32.7K +164 +6%
PPWP
912
Premier Path Wealth Partners
New Jersey
$581K +$7.77K +39 +1%
AIM
913
Alhambra Investment Management
Florida
$580K -$1.59K -8 -0.3%
TIM
914
Thompson Investment Management
Wisconsin
$575K – – –
NPFS
915
Novak & Powell Financial Services
Florida
$574K +$996 +5 +0.2%
GSEP
916
Golden State Equity Partners
California
$573K -$4.98K -25 -0.9%
BWM
917
Bullock Wealth Management
Indiana
$572K +$75.5K +379 +16%
BONH
918
Bank of New Hampshire
New Hampshire
$570K -$25.9K -130 -4%
PGA
919
Portland Global Advisors
Maine
$567K -$19.9K -100 -3%
FAM
920
Formidable Asset Management
Ohio
$567K – – –
AF
921
Advisornet Financial
Minnesota
$567K -$3.59K -18 -0.6%
SPC
922
Sigma Planning Corp
Michigan
$567K -$315K -1,580 -36%
BAAM
923
Baker Avenue Asset Management
California
$563K +$56K +281 +11%
KWM
924
Kingsview Wealth Management
Oregon
$559K -$178K -894 -25%
TWA
925
TCI Wealth Advisors
Arizona
$557K +$3.19K +16 +0.6%