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Name Holding Trade Value Shares
Change
Change in
Stake
GP
201
Geneva Partners
Wisconsin
$1.69M -$279K -5,000 -14%
FFG
202
Fortem Financial Group
California
$1.64M -$49.3K -883 -3%
IAA
203
Independent Advisor Alliance
North Carolina
$1.62M +$9.04K +162 +0.6%
VF
204
Virtu Financial
New York
$1.58M +$61.8K +1,108 +4%
OF
205
Outfitter Financial
Maine
$1.58M – – –
GP
206
Greenline Partners
New York
$1.56M +$31.6K +566 +2%
OCPWS
207
One Charles Private Wealth Services
Massachusetts
$1.53M -$50.7K -909 -3%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$1.53M +$44.9K +804 +3%
DADC
209
D.A. Davidson & Co
Montana
$1.52M -$80.7K -1,446 -5%
MFFIA
210
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.52M – – –
JIC
211
Johnson Investment Counsel
Ohio
$1.48M – – –
SNB
212
Security National Bank
Nebraska
$1.48M +$1.46M +26,222 New
AF
213
Allworth Financial
California
$1.46M -$142K -2,543 -9%
HC
214
Hourglass Capital
Texas
$1.46M – – –
BCM
215
Brookstone Capital Management
Illinois
$1.43M -$431K -7,719 -23%
AFG
216
American Financial Group
Ohio
$1.41M – – –
CCC
217
Chelsea Counsel Company
California
$1.41M – – –
WCA
218
Westover Capital Advisors
Delaware
$1.4M +$195K +3,500 +16%
BB
219
Burford Brothers
Texas
$1.4M +$334K +5,985 +32%
MOS
220
MGO One Seven
Ohio
$1.4M +$140K +2,515 +11%
OC
221
Oppenheimer & Co
New York
$1.37M -$661K -11,850 -33%
RSWM
222
Robertson Stephens Wealth Management
California
$1.37M +$46.6K +835 +4%
AIA
223
AssuredPartners Investment Advisors
Florida
$1.35M – – –
N
224
Natixis
France
$1.35M – – –
MFG
225
Merit Financial Group
Georgia
$1.32M -$457K -8,188 -26%