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Name Holding Trade Value Shares
Change
Change in
Stake
Exencial Wealth Advisors
1501
Exencial Wealth Advisors
Oklahoma
$671K -$51.6K -1,453 -8%
KSA
1502
Ken Stern & Associates
California
$670K +$49.8K +1,400 +9%
EA
1503
Elm Advisors
California
$669K -$13.3K -375 -2%
CW
1504
Cobiz Wealth
Colorado
$663K -$15.2K -427 -2%
WIM
1505
Westside Investment Management
California
$662K +$46.2K +1,300 +8%
Mariner Independent Advisor Network
1506
Mariner Independent Advisor Network
Kansas
$662K -$4.02M -112,993 -87%
Moneta Group Investment Advisors
1507
Moneta Group Investment Advisors
Missouri
$660K -$284K -7,992 -32%
PVH
1508
Psagot Value Holdings
Israel
$659K +$5.33K +150 +0.9%
PCMC
1509
Paragon Capital Management (Colorado)
Colorado
$655K +$76.9K +2,164 +14%
BCM
1510
Bienville Capital Management
New York
$651K – – –
BLAM
1511
Bourne Lent Asset Management
New York
$651K +$71.1K +2,000 +13%
Nicholas Hoffman & Company
1512
Nicholas Hoffman & Company
Georgia
$649K +$24.1K +677 +4%
BIC
1513
Bridges Investment Counsel
Nebraska
$647K -$485K -13,655 -45%
OA
1514
Oxbow Advisors
Texas
$646K -$169K -4,750 -22%
CHAM
1515
Clear Harbor Asset Management
Connecticut
$646K +$1.78K +50 +0.3%
Carson Wealth (CWM LLC)
1516
Carson Wealth (CWM LLC)
Nebraska
$644K -$353K -9,927 -37%
RVPG
1517
Relative Value Partners Group
$644K – – –
TCOO
1518
Trust Company of Oklahoma
Oklahoma
$643K -$49.2K -1,385 -8%
GHAM
1519
Gilman Hill Asset Management
Connecticut
$641K +$20.3K +572 +4%
RFM
1520
Royal Fund Management
Florida
$640K -$109K -3,072 -15%
EAM
1521
Evanson Asset Management
California
$640K +$58.6K +1,648 +11%
Jones Financial Companies
1522
Jones Financial Companies
Missouri
$638K +$306K +8,622 +106%
Capital International Sarl
1523
Capital International Sarl
California
$636K +$594K +16,700 New
AWA
1524
Arete Wealth Advisors
Illinois
$635K +$27.3K +767 +5%
NCM
1525
Northside Capital Management
Oregon
$634K +$34.3K +965 +6%