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Name Holding Trade Value Shares
Change
Change in
Stake
SI
1501
Scharf Investments
California
$862K -$109K -271 -12%
HTIM
1502
Harbour Trust & Investment Management
Indiana
$862K
LWM
1503
LightSquare Wealth Management
Michigan
$862K -$123K -304 -13%
AA
1504
Advisory Alpha
Michigan
$861K +$101K +251 +14%
OWA
1505
Outlook Wealth Advisors
Texas
$860K -$1.21K -3 -0.1%
HDIM
1506
Hanson & Doremus Investment Management
Vermont
$859K -$4.84K -12 -0.6%
ZIG
1507
Zuckerman Investment Group
Illinois
$858K +$4.84K +12 +0.6%
ACG
1508
Allen Capital Group
Nebraska
$857K -$23.8K -59 -3%
IA
1509
IFC Advisors
California
$855K -$273K -677 -25%
SPW
1510
Signet Private Wealth
Illinois
$855K -$66.1K -164 -8%
KWM
1511
KFG Wealth Management
Indiana
$854K +$171K +423 +27%
BWP
1512
Balboa Wealth Partners
Arizona
$854K +$33.5K +83 +4%
WAM
1513
Wolverine Asset Management
Illinois
$852K +$807K +2,000 New
AWM
1514
Accurate Wealth Management
Florida
$851K +$16.1K +40 +2%
MHC
1515
May Hill Capital
Massachusetts
$850K +$14.1K +35 +2%
WT
1516
Washington Trust
Rhode Island
$850K +$403 +1 +0.1%
FPL
1517
Fortress Private Ledger
North Carolina
$848K -$39.5K -98 -5%
AFG
1518
Allegheny Financial Group
Pennsylvania
$847K +$38.3K +95 +5%
WPA
1519
West Paces Advisors
Georgia
$847K -$58.1K -144 -7%
SFS
1520
Sharp Financial Services
Pennsylvania
$845K +$20.6K +51 +3%
AP
1521
Advisortrust Partners
North Carolina
$845K -$40.3K -100 -5%
MAWA
1522
Moss Adams Wealth Advisors
Washington
$845K +$17.3K +43 +2%
SAM
1523
Sompo Asset Management
Japan
$844K -$214K -530 -21%
VCM
1524
Versant Capital Management
Arizona
$841K -$116K -287 -13%
MCC
1525
Malaga Cove Capital
California
$841K +$397K +984 +99%