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Name Holding Trade Value Shares
Change
Change in
Stake
DFG
1401
Demars Financial Group
Washington
$386K +$92K +1,479 +29%
TAM
1402
Trust Asset Management
Texas
$386K +$184K +2,960 +81%
PCM
1403
Perkins Capital Management
Minnesota
$386K +$411K +6,609 New
FNT
1404
First Nebraska Trust
Nebraska
$385K -$146K -2,353 -26%
SFA
1405
Sequoia Financial Advisors
Ohio
$384K -$40.5K -651 -9%
LCS
1406
Levin Capital Strategies
New York
$383K +$156K +2,500 +62%
RFO
1407
RiverGlades Family Offices
Florida
$380K +$62.2K +1,000 +18%
HFG
1408
Heron Financial Group
New York
$378K +$127K +2,043 +47%
QPWM
1409
Quadrant Private Wealth Management
Pennsylvania
$377K -$249 -4 -0.1%
Fayez Sarofim & Co
1410
Fayez Sarofim & Co
Texas
$376K
WAM
1411
Wolverine Asset Management
Illinois
$376K +$265K +4,263 +195%
SCM
1412
Schnieders Capital Management
California
$375K -$52.9K -850 -12%
FSA
1413
Fort Sheridan Advisors
Illinois
$375K -$4.29K -69 -1%
HAS
1414
HBW Advisory Services
California
$375K +$79.8K +1,283 +25%
IWA
1415
Intercontinental Wealth Advisors
Texas
$374K +$68.1K +1,094 +21%
GLA
1416
Good Life Advisors
Pennsylvania
$373K +$63.6K +1,022 +19%
FAIM
1417
Financial Advocates Investment Management
Washington
$369K +$6.41K +103 +2%
LCM
1418
Logan Capital Management
Pennsylvania
$369K +$44.4K +713 +13%
OPA
1419
Old Port Advisors
Maine
$368K +$29.2K +469 +8%
TWP
1420
Tempus Wealth Planning
California
$368K +$56.5K +908 +17%
WOSD
1421
WFA of San Diego
California
$367K -$1.18M -18,934 -75%
SIC
1422
Samalin Investment Counsel
New York
$367K +$24K +386 +7%
CIC
1423
Crawford Investment Counsel
Georgia
$366K -$12.9K -208 -3%
SW
1424
SteelPeak Wealth
California
$363K -$748K -12,027 -66%
FMLI
1425
Fukoku Mutual Life Insurance
Japan
$363K