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Name Holding Trade Value Shares
Change
Change in
Stake
AC
801
Avestar Capital
New York
$426K -$49.1K -3,919 -10%
FPAS
802
Focus Partners Advisor Solutions
Missouri
$425K +$74.8K +5,977 +22%
CFS
803
CRA Financial Services
New Jersey
$424K -$25K -2,000 -6%
QWM
804
QP Wealth Management
New Jersey
$424K +$217K +17,310 +106%
BC
805
Burney Company
Virginia
$423K +$86K +6,869 +26%
CA
806
Continuum Advisory
Idaho
$421K +$146K +11,639 +54%
FDS
807
First Dallas Securities
Texas
$417K -$247K -19,703 -37%
OIM
808
Oder Investment Management
California
$417K -$21.2K -1,694 -5%
OAM
809
Ostrum Asset Management
France
$417K +$414K +33,065 New
WPIC
810
White Pine Investment Company
Michigan
$416K
SHFA
811
SS&H Financial Advisors
Michigan
$413K
WDC
812
Woodward Diversified Capital
California
$410K +$32.8K +2,623 +9%
CPSC
813
Carl P. Sherr & Co
Massachusetts
$408K +$8.9K +711 +2%
CFA
814
Cahill Financial Advisors
Minnesota
$405K +$11.3K +905 +3%
IAS
815
Insigneo Advisory Services
Florida
$404K +$17.9K +1,431 +5%
PFGIA
816
Patriot Financial Group Insurance Agency
Massachusetts
$402K -$63.5K -5,069 -14%
ONB
817
Old National Bancorp
Indiana
$400K -$1.13K -90 -0.3%
IC
818
Inscription Capital
Texas
$399K -$37.8K -3,021 -9%
QCIG
819
Quad-Cities Investment Group
Iowa
$398K -$80.4K -6,422 -17%
CG
820
Colony Group
Massachusetts
$396K -$2.08M -166,409 -84%
TBC
821
Ted Buchan & Co
California
$395K -$83.3K -6,655 -18%
CCWA
822
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$393K -$35.9K -2,866 -8%
SDIC
823
South Dakota Investment Council
South Dakota
$392K
SS
824
Sunbelt Securities
Texas
$390K -$14K -1,118 -3%
TC
825
TAP Consulting
Missouri
$390K +$6.21K +496 +2%