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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
951
Secure Asset Management
Michigan
$392K +$9.96K +195 +3%
WIC
952
Wilkins Investment Counsel
Massachusetts
$391K – – –
PA
953
PSI Advisors
Florida
$391K +$10.3K +202 +3%
Welch Group
954
Welch Group
Alabama
$389K +$10.7K +209 +3%
BBNA
955
Bremer Bank National Association
Minnesota
$388K – – –
AFG
956
Allegheny Financial Group
Pennsylvania
$388K +$46.2K +905 +15%
HCM
957
Hodges Capital Management
Texas
$387K -$483K -9,457 -57%
MFC
958
Mechanics Financial Corp
Ohio
$386K +$37K +725 +11%
PCG
959
Prosperity Consulting Group
Maryland
$386K +$360K +7,044 New
BHPW
960
Beverly Hills Private Wealth
California
$384K -$47.5K -929 -12%
Horizon Kinetics Asset Management
961
Horizon Kinetics Asset Management
New York
$383K +$357K +6,987 New
SWMP
962
Signature Wealth Management Partners
New Jersey
$383K -$6.39K -125 -2%
PI
963
PFG Investments
New York
$383K -$14.8K -289 -4%
Freestone Capital Holdings
964
Freestone Capital Holdings
Washington
$383K +$3.83K +75 +1%
PGIM
965
Pacific Global Investment Management
California
$382K -$142K -2,771 -28%
R.M. Davis Inc
966
R.M. Davis Inc
Maine
$380K +$5.16K +101 +1%
WP
967
WealthSource Partners
California
$378K -$96.2K -1,883 -21%
Benjamin Edwards Inc
968
Benjamin Edwards Inc
Missouri
$377K -$10.2K -199 -3%
BCG
969
BayBridge Capital Group
California
$377K +$361K +7,061 New
PFBT
970
Parkside Financial Bank & Trust
Missouri
$376K -$1.48K -29 -0.4%
IAS
971
Insigneo Advisory Services
Florida
$375K -$10.5K -205 -3%
CT
972
Chicago Trust
Illinois
$374K -$86K -1,683 -20%
MCWS
973
McKinley Carter Wealth Services
West Virginia
$374K +$255 +5 +0.1%
USB
974
Union Savings Bank
Connecticut
$372K -$92.9K -1,819 -21%
Capital Wealth Planning
975
Capital Wealth Planning
Florida
$370K -$823K -16,111 -70%