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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1626
Mathes Company
New York
$585K -$327K -1,750 -37%
MWPCG
1627
Measured Wealth Private Client Group
New Hampshire
$581K +$557K +2,980 New
SMFS
1628
Squar Milner Financial Services
California
$580K +$31.8K +170 +6%
AOWM
1629
Alpha Omega Wealth Management
Virginia
$579K – – –
CAW
1630
Cornerstone Advisors (Washington)
Washington
$578K +$71.5K +383 +15%
CWM
1631
Chesapeake Wealth Management
Virginia
$577K – – –
KLI
1632
Kelman-Lazarov Inc
Tennessee
$574K – – –
BCA
1633
Bay Colony Advisors
Massachusetts
$574K +$549K +2,941 New
EIG
1634
Ellenbecker Investment Group
Wisconsin
$572K – – –
CIS
1635
Connors Investor Services
Pennsylvania
$570K – – –
DG
1636
Delek Group
Israel
$570K – – –
RGC
1637
Roberts, Glore & Co
Illinois
$569K -$4.67K -25 -0.8%
WCM
1638
Windsor Capital Management
Arizona
$568K -$19.2K -103 -3%
USGIU
1639
U.S. Global Investors (USGI)
Texas
$566K +$93.4K +500 +21%
TC
1640
Truvestments Capital
Florida
$566K +$542K +2,900 New
BWM
1641
BerganKDV Wealth Management
Minnesota
$565K -$2.8K -15 -0.5%
TFF
1642
The Family Firm
Maryland
$563K -$13.8K -74 -3%
ITIM
1643
Indiana Trust & Investment Management
Indiana
$563K – – –
FCAG
1644
First Capital Advisors Group
New Jersey
$563K +$354K +1,895 +191%
HL
1645
HeadInvest LLC
Maine
$560K – – –
PCM
1646
Prelude Capital Management
New York
$559K -$39.2K -210 -7%
TCB
1647
Texas Capital Bancshares
Texas
$554K -$1.12K -6 -0.2%
NBG
1648
Nancy B. Gardiner
$553K +$6.54K +35 +1%
SFG
1649
SNS Financial Group
Minnesota
$550K +$5.42K +29 +1%
TMAM
1650
Tokio Marine Asset Management
Japan
$546K -$265K -1,417 -34%
64 65
66
67 68