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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
726
Sequoia Financial Advisors
Ohio
$426K +$63.5K +231 +17%
PWAG
727
Polaris Wealth Advisory Group
California
$423K -$258K -939 -37%
VST
728
Van Strum & Towne
California
$422K
MFG
729
Magnus Financial Group
New York
$422K +$550 +2 +0.1%
RMCM
730
Reynders McVeigh Capital Management
Massachusetts
$420K -$20.4K -74 -4%
AW
731
Alpha Windward
Massachusetts
$420K -$1.1K -4 -0.3%
ATC
732
Argent Trust Co
Tennessee
$418K +$13.8K +50 +3%
1SB
733
1ST Source Bank
Indiana
$412K -$47K -171 -10%
USGIU
734
U.S. Global Investors (USGI)
Texas
$411K +$425K +1,545 New
1WA
735
180 Wealth Advisors
Washington
$406K +$96.3K +350 +30%
Carson Wealth (CWM LLC)
736
Carson Wealth (CWM LLC)
Nebraska
$404K
PCM
737
Prelude Capital Management
New York
$402K -$282K -1,024 -40%
FBC
738
Fairfield, Bush & Co
Connecticut
$398K
TIA
739
Tiemann Investment Advisors
California
$397K -$165K -599 -29%
PFPT
740
Pinnacle Financial Partners (Tennessee)
Tennessee
$390K +$69K +251 +21%
PIM
741
Penobscot Investment Management
Massachusetts
$390K +$74.3K +270 +23%
TCM
742
Traynor Capital Management
Pennsylvania
$389K
GWM
743
Geneos Wealth Management
Colorado
$385K -$2.75K -10 -0.7%
RWA
744
Ropes Wealth Advisors
Massachusetts
$381K -$809K -2,940 -67%
RC
745
Roundview Capital
New Jersey
$379K -$20.6K -75 -5%
VV
746
Verity & Verity
South Carolina
$372K
PAS
747
Park Avenue Securities
New York
$372K +$385K +1,398 New
SWA
748
Stratos Wealth Advisors
Ohio
$370K -$1.65K -6 -0.4%
LNC
749
Lincoln National Corp
Pennsylvania
$369K +$8.25K +30 +2%
SI
750
Stephens Inc
Arkansas
$369K +$51.4K +187 +16%