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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
2126
Aveo Capital Partners
Colorado
$783K +$154K +337 +24%
AGAM
2127
Audent Global Asset Management
California
$781K +$46.2K +101 +7%
MKC
2128
M. Kraus & Co
Vermont
$781K +$5.94K +13 +0.8%
ONST
2129
Old North State Trust
North Carolina
$780K +$741K +1,620 New
BPWM
2130
Badgley Phelps Wealth Managers
Washington
$778K +$38.9K +85 +6%
OPA
2131
Old Port Advisors
Maine
$778K -$3.2K -7 -0.4%
USWIA
2132
UP Strategic Wealth Investment Advisors
Pennsylvania
$778K
MCCP
2133
Mission Creek Capital Partners
California
$778K +$738K +1,615 New
EFMC
2134
Empire Financial Management Company
New York
$777K +$157K +343 +27%
HNWAG
2135
High Net Worth Advisory Group
Florida
$776K
SAM
2136
SignalPoint Asset Management
Missouri
$776K +$9.14K +20 +1%
IF
2137
Intrua Financial
Texas
$775K +$32K +70 +5%
RFA
2138
Resurgent Financial Advisors
Georgia
$773K -$19.7K -43 -3%
PSC
2139
Prentiss Smith & Co
Vermont
$773K
CIG
2140
Cascade Investment Group
Colorado
$768K -$57.1K -125 -7%
FCFC
2141
First Commonwealth Financial Corp
Pennsylvania
$766K +$19.7K +43 +3%
FCA
2142
FLC Capital Advisors
California
$764K +$45.7K +100 +7%
ZF
2143
Zhang Financial
Michigan
$764K +$48.9K +107 +7%
MSA
2144
Marino Stram & Associates
Massachusetts
$764K +$14.6K +32 +2%
KDA
2145
Kraft Davis & Associates
Missouri
$763K
LSA
2146
Lion Street Advisors
Texas
$763K
CCP
2147
Cassia Capital Partners
North Carolina
$762K +$126K +275 +21%
MIM
2148
Moseley Investment Management
Florida
$762K +$457 +1 +0.1%
BMC
2149
Beaton Management Company
Massachusetts
$762K
NL
2150
NWAM LLC
Washington
$760K +$127K +278 +20%