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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
926
Insigneo Advisory Services
Florida
$324K +$11.2K +139 +4%
CMF
927
Counterpoint Mutual Funds
California
$323K +$308K +3,817 New
FAN
928
Financial Advisors Network
California
$322K +$3.71K +46 +1%
CT
929
Colonial Trust
South Carolina
$319K +$50K +620 +20%
EM
930
Excalibur Management
Massachusetts
$319K
DWT
931
Dorsey & Whitney Trust
South Dakota
$319K -$219K -2,710 -42%
MI
932
Markowski Investments
Florida
$319K +$304K +3,765 New
PWMAG
933
Pinnacle Wealth Management Advisory Group
New Jersey
$316K -$36.2K -449 -11%
RFG
934
REAP Financial Group
Texas
$316K +$1.29K +16 +0.4%
SB
935
Sunflower Bank
Texas
$314K +$12.5K +155 +4%
CBA
936
Coastal Bridge Advisors
Connecticut
$313K +$299K +3,702 New
CSIC
937
Clifford Swan Investment Counsel
California
$311K
IGAM
938
iA Global Asset Management
Quebec, Canada
$311K
WAL
939
W Advisors LLC
Tennessee
$311K
LCM
940
Legato Capital Management
California
$310K -$111K -1,378 -27%
WSC
941
Wellington Shields & Co
New York
$309K -$40.3K -500 -12%
B
942
Bailard
California
$304K
RT
943
Rockland Trust
Massachusetts
$302K -$23.5K -292 -8%
FC
944
Farringdon Capital
United Kingdom
$302K -$685K -8,498 -70%
FA
945
Faithward Advisors
Pennsylvania
$301K +$287K +3,557 New
AWM
946
Avior Wealth Management
Nebraska
$299K -$32.8K -407 -8%
CIA
947
Choate Investment Advisors
Massachusetts
$299K -$12.1K -150 -4%
MHC
948
May Hill Capital
Massachusetts
$298K +$24.5K +304 +9%
CHJWM
949
Carlton Hofferkamp & Jenks Wealth Management
Texas
$297K -$16.1K -200 -6%
JFGLC
950
Johnson Financial Group LLC (Colorado)
Colorado
$297K +$24.9K +309 +10%