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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
551
Hillsdale Investment Management
Ontario, Canada
$697K +$755K +66,000 New
CF
552
Centaurus Financial
California
$693K +$120K +10,523 +19%
CAG
553
Csenge Advisory Group
Florida
$693K -$50.5K -4,415 -6%
KFS
554
Keynote Financial Services
Connecticut
$692K +$29.5K +2,579 +4%
DAS
555
Diversify Advisory Services
Utah
$690K -$35.4K -3,090 -5%
NPF
556
Norris Perne & French
Michigan
$690K +$9.12K +797 +1%
BFM
557
Boothbay Fund Management
New York
$686K +$743K +64,957 New
LFG
558
Larson Financial Group
Missouri
$686K +$475K +41,551 +178%
GRP
559
Global Retirement Partners
California
$685K +$1.26K +110 +0.2%
CCM
560
Coldstream Capital Management
Washington
$684K -$62.3K -5,443 -8%
UCFA
561
United Capital Financial Advisors
Texas
$683K -$263K -22,994 -26%
EDRIA
562
Edmonds Duncan Registered Investment Advisors
Kansas
$682K +$25.5K +2,226 +4%
VWA
563
Visionary Wealth Advisors
Illinois
$676K +$94.1K +8,222 +15%
PA
564
Parallel Advisors
California
$669K +$8.81K +770 +1%
CIA
565
Capital Investment Advisors
Georgia
$666K +$2.36K +206 +0.3%
CCIA
566
Campbell & Co Investment Adviser
Maryland
$664K +$370K +32,311 +106%
MG
567
Marex Group
$662K -$342K -29,919 -32%
SWM
568
SeaCrest Wealth Management
New York
$661K -$5.14K -449 -0.7%
ACM
569
Advance Capital Management
Michigan
$659K +$57.8K +5,053 +9%
AB
570
Atlas Brown
Kentucky
$658K -$222K -19,443 -24%
SIA
571
Strategic Investment Advisors
Michigan
$657K +$9.71K +849 +1%
IA
572
Insight Advisors
Pennsylvania
$652K -$2.62K -229 -0.4%
LCM
573
Lazari Capital Management
California
$647K +$492 +43 +0.1%
KA
574
Kovack Advisors
Florida
$647K +$321K +28,024 +84%
MYAM
575
Meiji Yasuda Asset Management
Japan
$646K -$17.4K -1,521 -2%