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Name Holding Trade Value Shares
Change
Change in
Stake
LSC
1201
Lesa Sroufe & Co
Washington
$708K -$11.7K -175 -1%
HFBOT
1202
Home Federal Bank of Tennessee
Tennessee
$708K – – –
EPA
1203
Element Pointe Advisors
Florida
$708K +$43.7K +655 +6%
CFFP
1204
Center for Financial Planning
Michigan
$707K +$10.2K +153 +1%
IFWM
1205
Institute for Wealth Management
Colorado
$705K +$57.6K +863 +8%
BCA
1206
Bay Colony Advisors
Massachusetts
$702K +$158K +2,363 +25%
Koshinski Asset Management
1207
Koshinski Asset Management
Illinois
$701K -$13.4K -200 -2%
PCM
1208
Perkins Capital Management
Minnesota
$698K -$138K -2,066 -15%
NCM
1209
Northside Capital Management
Oregon
$696K +$26.3K +394 +3%
BRWM
1210
B. Riley Wealth Management
Tennessee
$694K +$263K +3,941 +51%
LOAME
1211
Lombard Odier Asset Management (Europe)
United Kingdom
$692K -$123K -1,839 -14%
ADMI
1212
Albert D. Mason Inc
Massachusetts
$692K +$27.6K +413 +4%
USAA
1213
United Services Automobile Association
Texas
$692K +$779K +11,670 New
BWP
1214
Baldwin Wealth Partners
Massachusetts
$689K -$234K -3,500 -23%
SRC
1215
Shufro Rose & Co
New York
$688K -$35.7K -535 -4%
SWA
1216
SFMG Wealth Advisors
Texas
$688K +$775K +11,602 New
Horizon Investments
1217
Horizon Investments
North Carolina
$681K -$2.62M -39,187 -77%
NAM
1218
North American Management
Massachusetts
$678K – – –
VHAM
1219
Van Hulzen Asset Management
California
$674K -$125K -1,875 -14%
VIM
1220
Vista Investment Management
Pennsylvania
$673K -$43.7K -654 -5%
PP
1221
PagnatoKarp Partners
Virginia
$671K +$20.4K +305 +3%
Curi RMB Capital
1222
Curi RMB Capital
Illinois
$670K -$31.2K -467 -4%
PM
1223
Penbrook Management
New York
$670K -$13.4K -200 -2%
WA
1224
Wealth Alliance
New York
$669K -$11.3K -169 -1%
CCB
1225
Cutter & Co Brokerage
Missouri
$661K +$113K +1,699 +18%