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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1001
Sterling Capital Management
North Carolina
$164K
BIG
1002
Brooklyn Investment Group
New York
$164K +$18.3K +1,869 +13%
CCA
1003
Childress Capital Advisors
Texas
$164K +$159K +16,315 New
CPRC
1004
Consolidated Portfolio Review Corp
New York
$163K +$2.97K +304 +2%
NAM
1005
NorthCrest Asset Manangement
Minnesota
$163K +$11.1K +1,140 +8%
MAWA
1006
Moss Adams Wealth Advisors
Washington
$162K +$9.52K +975 +6%
NFC
1007
Northstar Financial Companies
Pennsylvania
$161K +$5.41K +554 +4%
CA
1008
Claro Advisors
Massachusetts
$161K +$24.1K +2,471 +18%
WGC
1009
Watts Gwilliam & Co
Arizona
$161K +$186 +19 +0.1%
EWA
1010
EverSource Wealth Advisors
Alabama
$160K +$19.6K +2,011 +14%
AC
1011
Avestar Capital
New York
$160K +$16.7K +1,708 +12%
HWA
1012
Heritage Wealth Advisors
Virginia
$160K -$3.1K -317 -2%
HCM
1013
Hodges Capital Management
Texas
$160K -$44K -4,500 -22%
RCI
1014
RS Crum Inc
California
$159K +$2.28K +233 +1%
WDC
1015
Woodward Diversified Capital
California
$159K +$12.7K +1,305 +9%
RL
1016
Rogco LP
Oklahoma
$159K
WEG
1017
World Equity Group
Illinois
$158K -$20 -2 -0%
FFP
1018
FourThought Financial Partners
Florida
$158K -$1.47K -150 -0.9%
DT
1019
Diversified Trust
Tennessee
$157K -$140K -14,359 -48%
CD
1020
Chapin Davis
Maryland
$157K -$255K -26,107 -63%
PA
1021
Pinnacle Associates
New York
$156K -$12.2K -1,253 -7%
GWM
1022
Graybill Wealth Management
Illinois
$155K +$151K +15,500 New
MWM
1023
McMill Wealth Management
Nebraska
$154K +$150K +15,403 New
LWP
1024
LMG Wealth Partners
Louisiana
$154K -$23.8K -2,432 -14%
PGF
1025
Plan Group Financial
Oklahoma
$154K +$150K +15,361 New