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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Sowell Financial Services
Arkansas
$541K +$522K +10,150 New
MCP
402
Mirador Capital Partners
California
$538K +$3.6K +70 +0.7%
CA
403
Calton & Associates
Florida
$536K -$24.4K -474 -5%
WPW
404
Winthrop Partners - WNY
New York
$532K -$7.77K -151 -1%
FIM
405
Frontier Investment Management
Texas
$527K +$183K +3,557 +56%
HR
406
Howe & Rusling
New York
$522K +$8.23K +160 +2%
PFSC
407
Peoples Financial Services Corp
Pennsylvania
$519K -$5.66K -110 -1%
BRWM
408
B. Riley Wealth Management
Tennessee
$517K -$17.3K -336 -3%
MCIA
409
Mountain Capital Investment Advisors
Colorado
$515K +$12.6K +245 +3%
GF
410
Gabelli Funds
New York
$506K -$123K -2,400 -20%
CCM
411
Crossvault Capital Management
Texas
$505K +$25.2K +490 +5%
BA
412
Ballew Advisors
Mississippi
$503K – – –
LWAC
413
Laurel Wealth Advisors (California)
California
$502K +$123K +2,393 +34%
BDS
414
Banco de Sabadell
Florida
$498K -$10.2K -199 -2%
IAA
415
Independent Advisor Alliance
North Carolina
$491K -$34.2K -665 -7%
TAM
416
Trillium Asset Management
Massachusetts
$491K -$720 -14 -0.2%
SDAM
417
Shulman DeMeo Asset Management
New York
$490K +$1.24K +24 +0.3%
IWP
418
Icon Wealth Partners
Texas
$487K -$19.3K -376 -4%
BG
419
Bahl & Gaynor
Ohio
$487K – – –
S
420
SignatureFD
Georgia
$483K +$80.4K +1,562 +21%
NERM
421
New England Research & Management
Illinois
$482K -$16.5K -320 -3%
CHJWM
422
Carlton Hofferkamp & Jenks Wealth Management
Texas
$476K -$8.23K -160 -2%
TCPWM
423
Traverso Chambers Private Wealth Management
California
$475K +$11.5K +223 +3%
FNBOO
424
First National Bank of Omaha
Nebraska
$475K +$15.4K +300 +3%
MIP
425
Marietta Investment Partners
Wisconsin
$474K – – –