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Name Holding Trade Value Shares
Change
Change in
Stake
DC
651
Davenport & Co
Virginia
$404K -$189K -4,110 -31%
TFA
652
Transamerica Financial Advisors
Florida
$404K +$11.5K +251 +3%
AWA
653
AmeriServ Wealth Advisors
Pennsylvania
$403K -$138K -3,000 -25%
PSP
654
Principal Street Partners
Tennessee
$403K +$415K +9,029 New
SOAMC
655
Spirit of America Management Corp
New York
$401K
MNBTD
656
Moody National Bank Trust Division
Texas
$401K +$45.9K +1,000 +13%
OWP
657
Obermeyer Wealth Partners
Colorado
$401K
WSTAM
658
Wilbanks Smith & Thomas Asset Management
Virginia
$398K
SWM
659
SeaCrest Wealth Management
New York
$396K -$1.19M -25,810 -74%
PP
660
Patron Partners
Texas
$395K +$597 +13 +0.1%
ICM
661
Islay Capital Management
Texas
$393K +$88.5K +1,926 +28%
MFG
662
Merit Financial Group
Georgia
$393K +$99.3K +2,162 +33%
FFM
663
Forum Financial Management
Illinois
$391K -$8.13K -177 -2%
OQS
664
Occudo Quantitative Strategies
Florida
$390K +$402K +8,745 New
SCM
665
Spreng Capital Management
Ohio
$389K
MC
666
Moors & Cabot
Massachusetts
$387K +$3.68K +80 +0.9%
CIAS
667
Capital Investment Advisory Services
North Carolina
$387K -$22.9K -499 -5%
LAM
668
L2 Asset Management
Massachusetts
$385K
AM
669
AGF Management
Ontario, Canada
$383K +$395K +8,600 New
ODG
670
O'Dell Group
Ohio
$383K +$919 +20 +0.2%
Fisher Asset Management
671
Fisher Asset Management
Washington
$383K +$20.7K +450 +6%
JBA
672
Johnson Bixby & Associates
Washington
$378K
TI
673
Truepoint Inc
Ohio
$375K +$1.24K +27 +0.3%
KA
674
Kovack Advisors
Florida
$374K -$9.6K -209 -2%
FIM
675
Fruth Investment Management
Texas
$374K -$13.8K -300 -3%