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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1701
Baystate Wealth Management
Massachusetts
$397K -$7.04K -84 -2%
FFWM
1702
Future Financial Wealth Management
Ohio
$396K -$231K -2,749 -35%
CG
1703
Clifford Group
Massachusetts
$395K +$24K +286 +6%
EL
1704
EMFO LLC
Florida
$395K – – –
RGF
1705
Retirement Guys Formula
Ohio
$394K +$42.5K +507 +11%
Summit Trail Advisors
1706
Summit Trail Advisors
New York
$393K +$104K +1,239 +31%
PCM
1707
Perkins Capital Management
Minnesota
$393K – – –
MCC
1708
Money Concepts Capital
Florida
$392K -$614K -7,327 -58%
BBNA
1709
Bremer Bank National Association
Minnesota
$392K -$136K -1,626 -24%
JCM
1710
J2 Capital Management
Michigan
$391K +$88.9K +1,060 +25%
AP
1711
Atwood & Palmer
Missouri
$390K – – –
Fiera Capital (Canada)
1712
Fiera Capital (Canada)
Quebec, Canada
$389K – – –
AI
1713
AXS Investments
New York
$387K -$176K -2,102 -29%
BA
1714
Bristlecone Advisors
Washington
$387K – – –
SAM
1715
Summit Asset Management
Tennessee
$386K – – –
BFAG
1716
Blackston Financial Advisory Group
Florida
$385K -$84.6K -1,009 -16%
KWMG
1717
King Wealth Management Group
Florida
$382K +$432K +5,146 New
First National Trust
1718
First National Trust
Pennsylvania
$381K -$39.6K -472 -8%
WP
1719
WealthShield Partners
North Carolina
$380K -$21K -251 -5%
WPW
1720
Warther Private Wealth
Ohio
$379K -$496K -5,914 -54%
ALPS Advisors
1721
ALPS Advisors
Colorado
$379K -$238K -2,843 -36%
FA
1722
Fortis Advisors
Pennsylvania
$379K – – –
AFG
1723
Affinia Financial Group
Massachusetts
$374K -$5.79K -69 -1%
NCM
1724
NCM Capital Management
New Jersey
$374K – – –
GA
1725
Geller Advisors
New York
$374K +$77.5K +924 +22%