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Name Holding Trade Value Shares
Change
Change in
Stake
UCI
2601
Uncommon Cents Investing
Wisconsin
$518K +$25.8K +160 +5%
NEWAS
2602
N.E.W. Advisory Services
Wisconsin
$516K +$45.2K +280 +9%
BL
2603
BFSG LLC
California
$515K +$8.4K +52 +2%
SPIO
2604
Seven Post Investment Office
California
$515K +$140K +864 +35%
CG
2605
Corundum Group
Colorado
$514K +$62.3K +386 +13%
SAM
2606
Summit Asset Management
Tennessee
$513K +$102K +630 +23%
ACM
2607
Alethea Capital Management
Washington
$511K – – –
CP
2608
Covenant Partners
Tennessee
$510K +$1.29K +8 +0.2%
BWM
2609
Buckley Wealth Management
Nevada
$510K +$127K +785 +31%
HI
2610
Hudock Inc
Pennsylvania
$509K -$7.59K -47 -1%
KIG
2611
Kowal Investment Group
Wisconsin
$509K +$23.3K +144 +5%
Members Trust
2612
Members Trust
Florida
$508K -$192K -1,188 -27%
PCG
2613
Private Capital Group
Connecticut
$507K +$8.88K +55 +2%
SPWG
2614
Sage Private Wealth Group
Illinois
$507K +$31K +192 +6%
MFGM
2615
Marshall Financial Group (Maryland)
Maryland
$507K +$469K +2,902 +786%
EFA
2616
Evernest Financial Advisors
Indiana
$506K +$754K +4,671 New
CFD
2617
Creative Financial Designs
Indiana
$506K -$168K -1,040 -24%
KTM
2618
Keeler Thomas Management
Utah
$505K -$6.74M -41,744 -93%
CIP
2619
Convergence Investment Partners
Florida
$505K -$37.8K -234 -7%
SQA
2620
Simon Quick Advisors
New Jersey
$504K -$370K -2,289 -41%
JGUA
2621
John G. Ullman & Associates
New York
$504K – – –
MWM
2622
Merriman Wealth Management
Washington
$503K +$70.6K +437 +16%
T
2623
TCWP
Ohio
$503K +$525K +3,251 New
HHGA
2624
Halbert Hargrove Global Advisors
California
$502K -$31.3K -194 -6%
CI
2625
CPR Investments
Michigan
$502K +$523K +3,240 New