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Name Holding Trade Value Shares
Change
Change in
Stake
CM
701
Caption Management
Oklahoma
$890K +$913K +16,227 New
AWA
702
Alta Wealth Advisors
Massachusetts
$889K +$913K +16,222 New
SBIA
703
Sheaff Brock Investment Advisors
Indiana
$887K +$13.7K +244 +2%
SAM
704
Shell Asset Management
Netherlands
$882K -$6.58K -117 -0.7%
PI
705
Pettee Investors
Connecticut
$879K -$2.36K -42 -0.3%
RIA
706
Regal Investment Advisors
Michigan
$878K +$60.1K +1,069 +7%
RL
707
Ruffer LLP
United Kingdom
$876K -$22K -391 -2%
SP
708
Symmetry Partners
Connecticut
$868K +$41K +729 +5%
CWS
709
Confluence Wealth Services
Pennsylvania
$865K +$113 +2 +0%
CAGAS
710
Capital Advisory Group Advisory Services
Minnesota
$864K +$69.3K +1,231 +8%
PAS
711
Park Avenue Securities
New York
$864K +$197K +3,500 +29%
SC
712
Searle & Co
Connecticut
$863K
HWA
713
Heartwood Wealth Advisors
Virginia
$855K +$132K +2,355 +18%
EM
714
Excalibur Management
Massachusetts
$851K +$4.33K +77 +0.5%
WC
715
Westhampton Capital
North Carolina
$850K +$33.9K +603 +4%
SC
716
Sawyer & Company
Massachusetts
$848K +$5.18K +92 +0.6%
HWM
717
HB Wealth Management
Georgia
$848K +$51.8K +920 +6%
HAM
718
Hedges Asset Management
Nevada
$844K +$35.7K +635 +4%
LIM
719
Leavell Investment Management
Alabama
$839K -$50.1K -890 -5%
PPC
720
Park Place Capital
Alabama
$828K -$55.8K -991 -6%
MMHP
721
Murphy Middleton Hinkle & Parker
Georgia
$828K +$42.3K +751 +5%
WFS
722
Widmann Financial Services
Maryland
$827K +$7.03K +125 +0.8%
CDH
723
Charles D. Hyman
$826K
PFS
724
Prospera Financial Services
Texas
$823K +$192K +3,415 +29%
VFA
725
Valeo Financial Advisors
Indiana
$822K +$28.2K +502 +3%