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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1301
Formidable Asset Management
Ohio
$564K -$27K -60 -5%
CFA
1302
CWS Financial Advisors
Michigan
$564K
MWM
1303
MorganRosel Wealth Management
Colorado
$564K -$158K -352 -23%
FPCP
1304
Fort Point Capital Partners
California
$563K -$64.4K -143 -11%
LFAS
1305
Level Four Advisory Services
Texas
$563K -$17.1K -38 -3%
ST
1306
Sageworth Trust
Pennsylvania
$560K +$1.35K +3 +0.3%
LSV Asset Management
1307
LSV Asset Management
Illinois
$559K
GI
1308
Gradient Investments
Minnesota
$559K +$31.1K +69 +6%
CFM
1309
Catalyst Funds Management
Australia
$559K +$540K +1,200 New
MC
1310
Machina Capital
France
$559K +$540K +1,200 New
NB
1311
Northwest Bancshares
Pennsylvania
$558K -$45K -100 -8%
ECM
1312
Estabrook Capital Management
New York
$557K -$58.5K -130 -10%
IAS
1313
Insigneo Advisory Services
Florida
$557K +$7.2K +16 +1%
WHC
1314
Wulff, Hansen & Co
California
$555K +$537K +1,192 New
FFA
1315
Founders Financial Alliance
North Carolina
$555K +$6.75K +15 +1%
MW
1316
Marcum Wealth
Ohio
$554K -$36.5K -81 -6%
QC
1317
Quent Capital
New York
$553K +$15.8K +35 +3%
SIS
1318
Sound Income Strategies
Florida
$551K +$6.75K +15 +1%
PG
1319
Proffitt & Goodson
Tennessee
$550K -$3.15K -7 -0.6%
NFA
1320
Northern Financial Advisors
Michigan
$550K +$55.4K +123 +12%
SA
1321
Sovran Advisors
California
$549K +$173K +385 +46%
SOW
1322
State of Wyoming
Wyoming
$548K -$150K -334 -22%
OFG
1323
Oxford Financial Group
Indiana
$548K -$450 -1 -0.1%
V
1324
VeraBank
Texas
$547K -$1.8K -4 -0.3%
MSS
1325
Mitchell Sinkler & Starr
Pennsylvania
$545K +$81K +180 +18%