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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1626
Slow Capital
California
$815K +$56.8K +314 +7%
LFASL
1627
Lugano Financial Advisors SA (LFA)
Switzerland
$812K +$112K +616 +14%
PHS
1628
Pekin Hardy Strauss
Illinois
$811K +$431K +2,381 +93%
RCA
1629
Rowland Carmichael Advisors
Arizona
$807K +$889K +4,909 New
LWA
1630
Lenox Wealth Advisors
New York
$802K +$540K +2,982 +157%
SFG
1631
SevenBridge Financial Group
Pennsylvania
$801K -$498K -2,753 -36%
RCM
1632
RNC Capital Management
California
$801K -$64.6K -357 -7%
WP
1633
WealthSource Partners
California
$801K +$154K +849 +21%
AC
1634
Addison Capital
Pennsylvania
$798K +$347K +1,915 +65%
FCB
1635
First Command Bank
Texas
$796K +$15.6K +86 +2%
FCFS
1636
First Command Financial Services
Texas
$796K +$15.6K +86 +2%
FNBOH
1637
First National Bank of Hutchinson
Kansas
$791K -$211K -1,165 -19%
HCM
1638
HGI Capital Management
New York
$789K +$416K +2,300 +92%
FC
1639
Ferris Capital
Massachusetts
$786K -$60.6K -335 -7%
ST
1640
Smithfield Trust
Pennsylvania
$786K -$1.09K -6 -0.1%
APP
1641
Avantax Planning Partners
Iowa
$782K -$95.6K -528 -10%
FVCM
1642
F&V Capital Management
Florida
$779K -$109K -600 -11%
DWM
1643
Dynasty Wealth Management
Florida
$776K +$478K +2,639 +127%
CRWM
1644
Castle Rock Wealth Management
California
$772K -$409K -2,260 -30%
EF
1645
Empirical Finance
Pennsylvania
$769K +$96.5K +533 +13%
CCA
1646
Cobblestone Capital Advisors
New York
$765K +$1.81K +10 +0.2%
CL
1647
Choreo LLC
Illinois
$763K -$617K -3,406 -42%
AI
1648
Accredited Investors
Minnesota
$762K -$84K -464 -9%
SWA
1649
Sutton Wealth Advisors
Florida
$761K -$39.6K -219 -5%
NAM
1650
NorthCoast Asset Management
Connecticut
$761K