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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1401
Lake Street Advisors Group
New Hampshire
$521K -$149K -876 -22%
WAP
1402
Wealthcare Advisory Partners
Pennsylvania
$521K +$60.1K +352 +13%
HW
1403
Hancock Whitney
Mississippi
$520K -$28.5K -167 -5%
FANJ
1404
Financial Architects (New Jersey)
New Jersey
$518K -$31.9K -187 -6%
IIC
1405
Integrated Investment Consultants
Michigan
$515K -$23.2K -136 -4%
RWA
1406
River Wealth Advisors
Pennsylvania
$515K -$16.9K -99 -3%
OCM
1407
Orser Capital Management
Texas
$514K -$10.2K -60 -2%
BMM
1408
Buffington Mohr McNeal
Idaho
$513K +$27.1K +159 +5%
NCM
1409
Novare Capital Management
North Carolina
$512K -$105K -618 -17%
BCM
1410
Boltwood Capital Management
California
$508K -$51K -299 -9%
CWS
1411
Cypress Wealth Services
California
$508K +$178K +1,044 +51%
PCM
1412
Perkins Capital Management
Minnesota
$507K – – –
SGCA
1413
Steel Grove Capital Advisors
Tennessee
$506K -$440K -2,581 -46%
BKA
1414
Brick & Kyle Associates
Pennsylvania
$504K +$10.6K +62 +2%
GLA
1415
Good Life Advisors
Pennsylvania
$504K +$100K +587 +24%
NFGCM
1416
Norman Fields Gottscho Capital Management
New York
$502K – – –
PCM
1417
Perritt Capital Management
Illinois
$502K – – –
FCB
1418
First Command Bank
Texas
$499K -$105K -615 -17%
FCFS
1419
First Command Financial Services
Texas
$499K -$105K -615 -17%
SAM
1420
Summit Asset Management
Tennessee
$499K – – –
PCM
1421
Poehling Capital Management
Wisconsin
$494K +$93.9K +550 +22%
OFG
1422
OmniStar Financial Group
North Carolina
$488K -$958K -5,612 -65%
CA
1423
Cambridge Advisors
Nebraska
$488K – – –
SFS
1424
Strategic Financial Services
New York
$488K +$39.4K +231 +8%
VWA
1425
V Wealth Advisors
Kansas
$488K +$64.2K +376 +15%