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Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
701
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$369K -$22.9K -118 -6%
DJSG
702
D.J. St. Germain
Massachusetts
$364K – – –
BMC
703
Beaton Management Company
Massachusetts
$363K +$7.75K +40 +2%
DSC
704
Duncker Streett & Co
Missouri
$358K – – –
BG
705
Bellevue Group
Switzerland
$358K +$358K +1,848 New
FIM
706
Frontier Investment Management
Texas
$358K +$358K +1,850 New
CG
707
Caprock Group
Idaho
$357K +$24.2K +125 +7%
MOS
708
MGO One Seven
Ohio
$356K +$27.5K +142 +8%
SCM
709
Sterling Capital Management
North Carolina
$353K -$182K -941 -34%
HWMG
710
Hurlow Wealth Management Group
Indiana
$352K – – –
SC
711
Scotia Capital
Ontario, Canada
$351K +$6.78K +35 +2%
PIA
712
Pinion Investment Advisors
Kansas
$349K +$33.7K +174 +11%
SFSIG
713
San Francisco Sentry Investment Group
California
$343K +$35.3K +182 +11%
KWM
714
Kingsview Wealth Management
Oregon
$343K +$42K +217 +14%
MCM
715
Manchester Capital Management
Vermont
$340K – – –
MC
716
Moors & Cabot
Massachusetts
$336K +$11.2K +58 +3%
Carson Wealth (CWM LLC)
717
Carson Wealth (CWM LLC)
Nebraska
$334K – – –
APP
718
Avantax Planning Partners
Iowa
$333K +$20.3K +105 +7%
BDWM
719
Brewin Dolphin Wealth Management
Ireland
$332K – – –
VCM
720
Violich Capital Management
California
$331K – – –
AIC
721
Archer Investment Corporation
Indiana
$329K – – –
SCI
722
Stableford Capital II
Arizona
$328K -$11K -57 -3%
PBO
723
Peoples Bank (Ohio)
Ohio
$327K – – –
KFGK
724
Keystone Financial Group (Kentucky)
Kentucky
$325K -$24.2K -125 -7%
CA
725
Cetera Advisors
Colorado
$323K -$18K -93 -5%