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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1526
BRR OpCo
Ohio
$521K +$6.89K +25 +1%
OPA
1527
Old Port Advisors
Maine
$515K -$35.5K -129 -6%
BWP
1528
Baldwin Wealth Partners
Massachusetts
$515K -$21.2K -77 -4%
FCFC
1529
First Commonwealth Financial Corp
Pennsylvania
$515K +$200K +724 +62%
OAM
1530
Oberweis Asset Management
Illinois
$514K – – –
WMA
1531
Wealth Management Associates
New Jersey
$513K +$303K +1,100 +139%
SWM
1532
SeaCrest Wealth Management
New York
$513K +$33.3K +121 +7%
SWM
1533
Segment Wealth Management
Texas
$509K +$70.8K +257 +16%
AWM
1534
Alterna Wealth Management
Texas
$508K – – –
NFG
1535
Nations Financial Group
Iowa
$508K +$505K +1,833 New
AAM
1536
American Asset Management
Florida
$506K -$10.5K -38 -2%
OWA
1537
Outlook Wealth Advisors
Texas
$506K -$7.17K -26 -1%
CWG
1538
Cornerstone Wealth Group
North Carolina
$504K -$16K -58 -3%
SFWA
1539
Summit Financial Wealth Advisors
Louisiana
$503K -$192K -695 -28%
B
1540
Bridgeworth
Alabama
$503K +$276 +1 +0.1%
WP
1541
WealthSource Partners
California
$497K +$10.5K +38 +2%
GP
1542
Geneva Partners
Wisconsin
$495K -$6.89K -25 -1%
FSA
1543
Financial Sense Advisors
California
$495K – – –
WAM
1544
Weatherly Asset Management
California
$495K +$55.1K +200 +12%
DCM
1545
Donaldson Capital Management
Indiana
$495K +$86.5K +314 +21%
MCM
1546
Manchester Capital Management
Vermont
$494K – – –
CT
1547
Cambridge Trust
Massachusetts
$494K +$112K +406 +29%
BSPF
1548
British Steel Pension Fund
United Kingdom
$493K -$352K -1,276 -41%
SAM
1549
Symphony Asset Management
California
$492K -$560K -2,033 -53%
MOS
1550
MGO One Seven
Ohio
$492K +$179K +650 +56%