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Name Holding Trade Value Shares
Change
Change in
Stake
Perigon Wealth Management
651
Perigon Wealth Management
California
$405K +$127K +2,770 +44%
Davenport & Co
652
Davenport & Co
Virginia
$404K -$189K -4,110 -31%
TFA
653
Transamerica Financial Advisors
Florida
$404K +$11.5K +251 +3%
AWA
654
AmeriServ Wealth Advisors
Pennsylvania
$403K -$138K -3,000 -25%
PSP
655
Principal Street Partners
Tennessee
$403K +$415K +9,029 New
SOAMC
656
Spirit of America Management Corp
New York
$401K – – –
MNBTD
657
Moody National Bank Trust Division
Texas
$401K +$45.9K +1,000 +13%
Obermeyer Wealth Partners
658
Obermeyer Wealth Partners
Colorado
$401K – – –
Wilbanks Smith & Thomas Asset Management
659
Wilbanks Smith & Thomas Asset Management
Virginia
$398K – – –
SWM
660
SeaCrest Wealth Management
New York
$396K -$1.19M -25,810 -74%
PP
661
Patron Partners
Texas
$395K +$597 +13 +0.1%
ICM
662
Islay Capital Management
Texas
$393K +$88.5K +1,926 +28%
Merit Financial Group
663
Merit Financial Group
Georgia
$393K +$99.3K +2,162 +33%
Forum Financial Management
664
Forum Financial Management
Illinois
$391K -$8.13K -177 -2%
OQS
665
Occudo Quantitative Strategies
Florida
$390K +$402K +8,745 New
SCM
666
Spreng Capital Management
Ohio
$389K – – –
MC
667
Moors & Cabot
Massachusetts
$387K +$3.68K +80 +0.9%
CIAS
668
Capital Investment Advisory Services
North Carolina
$387K -$22.9K -499 -5%
LAM
669
L2 Asset Management
Massachusetts
$385K – – –
AGF Management
670
AGF Management
Ontario, Canada
$383K +$395K +8,600 New
ODG
671
O'Dell Group
Ohio
$383K +$919 +20 +0.2%
Fisher Asset Management
672
Fisher Asset Management
Washington
$383K +$20.7K +450 +6%
JBA
673
Johnson Bixby & Associates
Washington
$378K – – –
Truepoint Inc
674
Truepoint Inc
Ohio
$375K +$1.24K +27 +0.3%
KA
675
Kovack Advisors
Florida
$374K -$9.6K -209 -2%