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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1626
WealthSource Partners
California
$357K +$345K +4,742 New
BOS
1627
Bank of Stockton
California
$354K -$50.3K -691 -13%
MCP
1628
Mirador Capital Partners
California
$353K -$16.2K -222 -5%
EGA
1629
E&G Advisors
Texas
$352K – – –
Prime Capital Investment Advisors
1630
Prime Capital Investment Advisors
Kansas
$350K -$2.34M -32,073 -87%
GCIA
1631
Gabelli & Co Investment Advisers
New York
$350K +$72.8K +1,000 +27%
UBV
1632
United Bank (Virginia)
Virginia
$350K +$93.8K +1,288 +38%
PP
1633
Patron Partners
Texas
$349K +$43.7K +600 +15%
AG
1634
Appleton Group
Wisconsin
$349K +$338K +4,642 New
WDC
1635
Woodward Diversified Capital
California
$347K -$26.4K -363 -7%
CBT
1636
Capital Bank & Trust
California
$346K – – –
CWM
1637
Cadence Wealth Management
Massachusetts
$346K +$335K +4,599 New
KFGK
1638
Keystone Financial Group (Kentucky)
Kentucky
$345K -$62.3K -855 -16%
CWM
1639
Chesapeake Wealth Management
Virginia
$345K – – –
PFSC
1640
Peoples Financial Services Corp
Pennsylvania
$344K +$6.19K +85 +2%
RFN
1641
RDA Financial Network
Iowa
$341K +$75.9K +1,042 +30%
CWP
1642
Concord Wealth Partners
Virginia
$341K +$120K +1,642 +57%
Simplicity Solutions
1643
Simplicity Solutions
Minnesota
$338K -$3.49M -47,884 -91%
DWM
1644
Defined Wealth Management
Oregon
$337K – – –
T
1645
TOBAM
France
$337K – – –
DTC
1646
Davidson Trust Company
Washington
$336K +$4.37K +60 +1%
NFG
1647
Nations Financial Group
Iowa
$334K +$70.4K +967 +28%
LJAC
1648
L.J. Altfest & Co
New York
$333K +$8.3K +114 +3%
Procyon Advisors
1649
Procyon Advisors
Connecticut
$332K -$34.2K -469 -10%
Tiedemann Advisors
1650
Tiedemann Advisors
New York
$331K +$7.07K +97 +2%