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Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1701
BLB&B Advisors
Pennsylvania
$990K +$1.45K +4 +0.1%
SOW
1702
State of Wyoming
Wyoming
$986K +$500K +1,376 +103%
NWM
1703
Northcape Wealth Management
New York
$980K +$979K +2,696 New
MFS
1704
Mirabella Financial Services
United Kingdom
$976K +$659K +1,813 +208%
CP
1705
Castleview Partners
Texas
$975K -$72.6K -200 -7%
JFGIW
1706
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$975K -$20K -55 -2%
HC
1707
Hamilton Capital
Ohio
$973K -$73K -201 -7%
MAWCM
1708
Mine & Arao Wealth Creation & Management
California
$971K +$1.45K +4 +0.1%
UAML
1709
US Asset Management LLC
Pennsylvania
$968K -$4K -11 -0.4%
Bailard
1710
Bailard
California
$965K -$109K -300 -10%
FIB
1711
First Interstate Bank
Montana
$963K -$305K -841 -24%
VC
1712
Veracity Capital
Georgia
$960K -$9.08K -25 -0.9%
VI
1713
Versor Investments
New York
$959K +$959K +2,640 New
SFS
1714
Stiles Financial Services
Minnesota
$954K +$37K +102 +4%
AC
1715
Avestar Capital
New York
$954K +$161K +443 +20%
RFN
1716
RDA Financial Network
Iowa
$953K +$10.9K +30 +1%
NFA
1717
Northern Financial Advisors
Michigan
$943K +$2.91K +8 +0.3%
CFA
1718
CWS Financial Advisors
Michigan
$940K +$82.5K +227 +10%
OC
1719
Oakworth Capital
Alabama
$940K – – –
KCM
1720
KRS Capital Management
Michigan
$937K – – –
CFG
1721
Cooper Financial Group
California
$933K +$369K +1,017 +66%
GFG
1722
Goldstone Financial Group
Illinois
$929K +$929K +2,557 New
PWM
1723
Prentice Wealth Management
New York
$929K +$341K +939 +58%
DWM
1724
Dorchester Wealth Management
Quebec, Canada
$926K +$112K +309 +14%
CWM
1725
Chesapeake Wealth Management
Virginia
$924K +$32.7K +90 +4%