Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
901
San Francisco Sentry Investment Group
California
$381K +$48.8K +188 +16%
PB
902
Pinnacle Bancorp
Nebraska
$379K -$8.56K -33 -2%
KFP
903
KB Financial Partners
New Jersey
$378K +$350K +1,349 New
AWM
904
Avior Wealth Management
Nebraska
$375K -$4.67K -18 -1%
RCA
905
Resonant Capital Advisors
Wisconsin
$374K – – –
PS
906
Portfolio Strategies
New York
$372K – – –
PCS
907
Personal CFO Solutions
New Jersey
$371K -$23.6K -91 -6%
EAM
908
Evanson Asset Management
California
$371K +$6.49K +25 +2%
KFGK
909
Keystone Financial Group (Kentucky)
Kentucky
$368K -$2.08K -8 -0.6%
GDP
910
Great Diamond Partners
Maine
$368K +$61.2K +236 +22%
HC
911
Henshaw Capital
Massachusetts
$367K – – –
FP
912
Financial Perspectives
Minnesota
$366K +$50.1K +193 +17%
RM
913
Resource Management
Louisiana
$364K +$77.8K +300 +30%
MCM
914
Manchester Capital Management
Vermont
$358K +$4.15K +16 +1%
MC
915
Maverick Capital
Texas
$358K +$332K +1,279 New
PP
916
Patron Partners
Texas
$357K -$28.5K -110 -8%
SIA
917
SkyView Investment Advisors
New Jersey
$354K +$18.9K +73 +6%
WWM
918
Windsor Wealth Management
Indiana
$354K +$67.2K +259 +26%
DA
919
DSC Advisors
Illinois
$354K +$328K +1,263 New
GWSG
920
GPS Wealth Strategies Group
Colorado
$349K +$32.4K +125 +11%
MNBTD
921
Moody National Bank Trust Division
Texas
$348K -$25.9K -100 -7%
CAAS
922
Capital Asset Advisory Services
Michigan
$348K +$24.6K +95 +8%
NICM
923
Neo Ivy Capital Management
New York
$348K +$301K +1,162 +1,453%
EHC
924
Everett Harris & Co
California
$346K -$9.34K -36 -3%
RCAG
925
Rehmann Capital Advisory Group
Michigan
$344K +$37.9K +146 +13%