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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
1001
B. Riley Wealth Advisors
Florida
$1.42M +$81.5K +864 +7%
MSAM
1002
Moloney Securities Asset Management
Missouri
$1.41M -$20K -212 -1%
SIC
1003
Salem Investment Counselors
North Carolina
$1.41M +$68.3K +725 +6%
LC
1004
LCNB Corp
Ohio
$1.41M -$83K -880 -6%
PWSG
1005
Pacific Wealth Strategies Group
California
$1.39M
MCM
1006
MV Capital Management
Maryland
$1.38M +$59.6K +632 +5%
OAG
1007
Orbis Allan Gray
Bermuda
$1.38M -$753K -7,990 -37%
OCM
1008
Orser Capital Management
Texas
$1.37M +$7.54K +80 +0.6%
WP
1009
WealthSource Partners
California
$1.37M -$63.6K -675 -5%
PGWM
1010
Parisi Gray Wealth Management
New Jersey
$1.37M +$105K +1,116 +9%
CCA
1011
Cobblestone Capital Advisors
New York
$1.37M +$94 +1 +0%
BDF
1012
Balasa Dinverno & Foltz
$1.36M +$4.24K +45 +0.3%
APP
1013
Avantax Planning Partners
Iowa
$1.36M -$1.89K -20 -0.1%
TAM
1014
Tocqueville Asset Management
New York
$1.36M -$10.7M -112,980 -89%
WI
1015
Wintrust Investments
Illinois
$1.35M +$29.9K +317 +2%
CC
1016
ClearArc Capital
Ohio
$1.35M -$525K -5,568 -30%
DBG
1017
De Burlo Group
Massachusetts
$1.35M
ST
1018
Spinnaker Trust
Maine
$1.34M
GBT
1019
Grove Bank & Trust
Florida
$1.34M +$754 +8 +0.1%
SFS
1020
Sowell Financial Services
Arkansas
$1.34M +$341K +3,622 +38%
AWA
1021
Arete Wealth Advisors
Illinois
$1.33M -$110K -1,164 -8%
PFS
1022
Physicians Financial Services
North Carolina
$1.33M +$9.43K +100 +0.8%
TH
1023
TCTC Holdings
Texas
$1.32M
CWAG
1024
Compton Wealth Advisory Group
Virginia
$1.32M
CCA
1025
Checchi Capital Advisers
California
$1.31M +$65.8K +698 +6%