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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1426
Atwood & Palmer
Missouri
$234K – – –
VNA
1427
Valley National Advisers
Pennsylvania
$233K +$165K +1,228 +213%
BRWA
1428
B. Riley Wealth Advisors
Florida
$232K -$200K -1,493 -45%
PAG
1429
Pinnacle Advisory Group
Maryland
$231K -$298K -2,225 -55%
CCM
1430
Copeland Capital Management
Pennsylvania
$231K – – –
USGIU
1431
U.S. Global Investors (USGI)
Texas
$231K +$241K +1,794 New
AW
1432
Alpha Windward
Massachusetts
$226K -$8.05K -60 -3%
COI
1433
Connable Office Inc
Michigan
$224K -$2.55M -19,048 -92%
HWA
1434
Heritage Wealth Advisors
Virginia
$221K – – –
NFG
1435
Nadler Financial Group
Illinois
$221K +$402 +3 +0.2%
CA
1436
Capital Advantage
California
$217K – – –
FNBSF
1437
First National Bank Sioux Falls
South Dakota
$217K – – –
Twin Tree Management
1438
Twin Tree Management
Texas
$217K +$226K +1,685 New
CCG
1439
Chatham Capital Group
Georgia
$216K – – –
FUBT
1440
First United Bank & Trust
Maryland
$216K – – –
RDM
1441
Retirement Design & Management
Connecticut
$213K -$16.1K -120 -7%
WOC
1442
West Oak Capital
California
$212K – – –
PAS
1443
Partnervest Advisory Services
California
$212K -$671 -5 -0.3%
PCTC
1444
Perkins Coie Trust Company
Washington
$212K +$4.16K +31 +2%
MAA
1445
Matrix Asset Advisors
New York
$211K -$2.58M -19,255 -92%
TC
1446
Trust Company
Kansas
$211K +$215K +1,603 +4,453%
EWM
1447
Evermay Wealth Management
Virginia
$209K -$4.02K -30 -2%
DAS
1448
Dynamic Advisor Solutions
Arizona
$208K – – –
TIM
1449
Tortoise Investment Management
New York
$208K – – –
SC
1450
Skylands Capital
Wisconsin
$207K – – –