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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1201
Halsey Associates
Connecticut
$810K -$36.2K -259 -4%
NFG
1202
Next Financial Group
Texas
$810K +$62.1K +444 +8%
EW
1203
Evoke Wealth
California
$808K +$822K +5,878 New
S
1204
SimplyRich
California
$807K
RWP
1205
RWA Wealth Partners
Massachusetts
$806K -$68.2K -488 -8%
JIP
1206
Jaffetilchin Investment Partners
Florida
$805K -$505K -3,613 -38%
PB
1207
Pinnacle Bancorp
Nebraska
$802K
DI
1208
DAGCO Inc
Ohio
$801K -$65.1K -466 -7%
CCA
1209
Cobblestone Capital Advisors
New York
$798K -$310K -2,216 -28%
IA
1210
IFG Advisory
Georgia
$789K -$84K -601 -9%
PL
1211
Plancorp LLC
Missouri
$788K +$1.12K +8 +0.1%
CCA
1212
Conestoga Capital Advisors
Pennsylvania
$784K -$10.1K -72 -1%
FSA
1213
Financial Sense Advisors
California
$784K +$797K +5,701 New
AHC
1214
Anderson Hoagland & Co
Missouri
$782K -$25.9K -185 -3%
RCA
1215
Rowland Carmichael Advisors
Arizona
$781K -$294K -2,100 -27%
BOS
1216
Bank of Stockton
California
$779K -$579K -4,142 -42%
PA
1217
Probity Advisors
Texas
$777K +$2.24K +16 +0.3%
Acadian Asset Management
1218
Acadian Asset Management
Massachusetts
$776K -$9.37K -67 -1%
EFSCE
1219
Enterprise Financial Services Corp (EFSC)
Missouri
$774K -$7.69K -55 -1%
WDL
1220
Well Done LLC
Michigan
$774K +$107K +765 +16%
MIM
1221
Moseley Investment Management
Florida
$773K -$52.3K -374 -6%
RRAM
1222
River Road Asset Management
Kentucky
$767K +$780K +5,579 New
LFAS
1223
Level Four Advisory Services
Texas
$762K +$62.9K +450 +9%
IA
1224
IFP Advisors
Florida
$761K +$782K +5,597 New
WPW
1225
Waldron Private Wealth
Pennsylvania
$754K +$53.8K +385 +8%