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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1501
Omnia Family Wealth
Florida
$554K -$126K -2,072 -19%
HAI
1502
Hennessy Advisors Inc
California
$551K -$510K -8,384 -48%
BBI
1503
Baxter Bros Inc
Connecticut
$551K +$61 +1 +0%
HI
1504
Hendershot Investments
Virginia
$550K
EWM
1505
Endurance Wealth Management
Rhode Island
$550K +$6.39K +105 +1%
ACI
1506
Alpha Cubed Investments
California
$550K +$38.1K +626 +7%
DAS
1507
Dynamic Advisor Solutions
Arizona
$549K -$17.8K -292 -3%
BOIA
1508
Bush ODonnell Investment Advisors
Missouri
$549K
VST
1509
Van Strum & Towne
California
$548K
CCB
1510
Cutter & Co Brokerage
Missouri
$546K -$3.17K -52 -0.6%
MMG
1511
Monetary Management Group
Missouri
$544K +$252K +4,140 +87%
HFBOT
1512
Home Federal Bank of Tennessee
Tennessee
$539K
SCA
1513
Sage Capital Advisors
South Dakota
$538K +$535K +8,794 New
AI
1514
Accredited Investors
Minnesota
$537K -$114K -1,872 -18%
JWBC
1515
J.W. Burns & Co
New York
$536K +$7.37K +121 +1%
WCM
1516
Windsor Capital Management
Arizona
$534K +$20.6K +339 +4%
BOS
1517
Bank of Stockton
California
$532K -$19.1K -314 -3%
NFG
1518
Nadler Financial Group
Illinois
$530K -$78.4K -1,288 -13%
CWM
1519
Cornerstone Wealth Management
Missouri
$530K +$28K +460 +6%
SXL
1520
Summit X LLC
Missouri
$529K +$529K +8,694 New
NB
1521
Nicolet Bankshares
Wisconsin
$528K -$41.1K -675 -7%
RHJA
1522
Rice Hall James & Associates
California
$528K -$33.7K -553 -6%
HPWM
1523
Highland Private Wealth Management
Washington
$528K +$110K +1,813 +27%
MKC
1524
M. Kraus & Co
Vermont
$524K -$5.84K -96 -1%
AA
1525
Apriem Advisors
California
$522K +$3.83K +63 +0.7%