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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1051
Sand Hill Global Advisors
California
$223K +$2.03K +50 +0.9%
LPT
1052
Legacy Private Trust
Wisconsin
$223K – – –
VST
1053
Van Strum & Towne
California
$223K – – –
AC
1054
AlphaCore Capital
California
$221K -$1.91K -47 -0.9%
AC
1055
Avestar Capital
New York
$221K -$16.3K -403 -7%
AWA
1056
Arete Wealth Advisors
Illinois
$220K -$1.46K -36 -0.7%
KFC
1057
Klingenstein Fields & Co
New York
$220K -$40.6K -1,000 -16%
RFN
1058
RDA Financial Network
Iowa
$220K -$4.06K -100 -2%
LAM
1059
L2 Asset Management
Massachusetts
$216K +$209K +5,141 New
GPA
1060
Guerra Pan Advisors
New Jersey
$215K +$208K +5,124 New
SMF
1061
Scott Marsh Financial
Utah
$215K +$208K +5,124 New
KWM
1062
Kingsview Wealth Management
Oregon
$215K +$207K +5,109 New
SFS
1063
Sowell Financial Services
Arkansas
$213K +$206K +5,070 New
GA
1064
Goldstein Advisors
Wisconsin
$211K +$204K +5,030 New
NL
1065
Navalign LLC
California
$211K +$204K +5,024 New
RC
1066
Rexford Capital
Texas
$211K +$203K +5,014 New
PSP
1067
Principal Street Partners
Tennessee
$210K +$203K +5,004 New
IIM
1068
Ipswich Investment Management
Massachusetts
$209K +$202K +4,988 New
PA
1069
PFG Advisors
Arizona
$209K +$202K +4,973 New
OHWP
1070
Oak Harbor Wealth Partners
North Carolina
$207K +$200K +4,934 New
CAM
1071
Cozad Asset Management
Illinois
$207K -$42.2K -1,041 -17%
JFL
1072
Jarislowsky, Fraser Ltd
Quebec, Canada
$206K +$199K +4,896 New
SC
1073
Sapient Capital
Indiana
$205K +$198K +4,888 New
MIM
1074
Moseley Investment Management
Florida
$205K +$198K +4,870 New
C
1075
Covestor
United Kingdom
$204K -$32.4K -798 -14%