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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1701
Congress Wealth Management
Massachusetts
$420K -$70.6K -2,249 -15%
SA
1702
SRH Advisors
Kansas
$419K
CFA
1703
Cahill Financial Advisors
Minnesota
$419K -$632K -20,119 -62%
IBOK
1704
Independence Bank of Kentucky
Kentucky
$418K -$235K -7,470 -37%
MCM
1705
Magnolia Capital Management
New York
$418K
WAAG
1706
Wealth Alliance Advisory Group
Kansas
$417K -$565K -18,007 -59%
CIP
1707
Convergence Investment Partners
Florida
$417K +$38K +1,209 +11%
SP
1708
Successful Portfolios
Florida
$416K -$83.9K -2,672 -18%
WWC
1709
Waypoint Wealth Counsel
Georgia
$416K -$63 -2 -0%
FWA
1710
Freedom Wealth Alliance
Wisconsin
$415K -$4.93K -157 -1%
PPP
1711
Private Portfolio Partners
New Jersey
$415K -$12.7K -405 -3%
AC
1712
Avenir Corporation
Virginia
$414K -$4.71K -150 -1%
PSC
1713
Prentiss Smith & Co
Vermont
$414K
CCA
1714
Catalyst Capital Advisors
New York
$411K +$312K +9,940 +425%
CGA
1715
Crescent Grove Advisors
Illinois
$409K -$3.42K -109 -0.9%
EWM
1716
Endurance Wealth Management
Rhode Island
$409K -$12.6K -400 -3%
GCMG
1717
Gyroscope Capital Management Group
Florida
$408K -$9.91M -315,622 -96%
DU
1718
Delphia (USA)
Ontario, Canada
$406K +$381K +12,132 New
CWM
1719
Chemistry Wealth Management
New York
$403K -$46.8K -1,490 -11%
PRA
1720
Pine Ridge Advisers
New York
$401K
RFA
1721
Resurgent Financial Advisors
Georgia
$401K +$13.5K +430 +4%
AWA
1722
Acorn Wealth Advisors
Michigan
$401K -$4.52K -144 -1%
TAM
1723
Trillium Asset Management
Massachusetts
$401K -$5.78K -184 -2%
SA
1724
Shilanski & Associates
Alaska
$398K -$19.1K -608 -5%
CCM
1725
Carlson Capital Management
Minnesota
$398K +$2.04K +65 +0.5%