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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
701
Beaton Management Company
Massachusetts
$363K +$7.75K +40 +2%
DSC
702
Duncker Streett & Co
Missouri
$358K
BG
703
Bellevue Group
Switzerland
$358K +$358K +1,848 New
FIM
704
Frontier Investment Management
Texas
$358K +$358K +1,850 New
CG
705
Caprock Group
Idaho
$357K +$24.2K +125 +7%
MOS
706
MGO One Seven
Ohio
$356K +$27.5K +142 +8%
SCM
707
Sterling Capital Management
North Carolina
$353K -$182K -941 -34%
HWMG
708
Hurlow Wealth Management Group
Indiana
$352K
SC
709
Scotia Capital
Ontario, Canada
$351K +$6.78K +35 +2%
PIA
710
Pinion Investment Advisors
Kansas
$349K +$33.7K +174 +11%
SFSIG
711
San Francisco Sentry Investment Group
California
$343K +$35.3K +182 +11%
KWM
712
Kingsview Wealth Management
Oregon
$343K +$42K +217 +14%
MCM
713
Manchester Capital Management
Vermont
$340K
MC
714
Moors & Cabot
Massachusetts
$336K +$11.2K +58 +3%
Carson Wealth (CWM LLC)
715
Carson Wealth (CWM LLC)
Nebraska
$334K
APP
716
Avantax Planning Partners
Iowa
$333K +$20.3K +105 +7%
BDWM
717
Brewin Dolphin Wealth Management
Ireland
$332K
VCM
718
Violich Capital Management
California
$331K
AIC
719
Archer Investment Corporation
Indiana
$329K
SCI
720
Stableford Capital II
Arizona
$328K -$11K -57 -3%
PBO
721
Peoples Bank (Ohio)
Ohio
$327K
KFGK
722
Keystone Financial Group (Kentucky)
Kentucky
$325K -$24.2K -125 -7%
CA
723
Cetera Advisors
Colorado
$323K -$18K -93 -5%
SS
724
Simplicity Solutions
Minnesota
$323K +$1.55K +8 +0.5%
HKAM
725
Horizon Kinetics Asset Management
New York
$323K +$2.91K +15 +0.9%