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Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
1301
Piedmont Capital Management (Montana)
Montana
$500K +$17.8K +239 +4%
PWM
1302
Pines Wealth Management
North Carolina
$498K +$17.9K +240 +3%
RS
1303
Rakuten Securities
Japan
$498K -$82.2K -1,103 -13%
WT
1304
Washington Trust
Rhode Island
$497K -$18.6K -249 -3%
LC
1305
LCNB Corp
Ohio
$496K -$5.59K -75 -1%
BFC
1306
Bedel Financial Consulting
Indiana
$495K +$10.3K +138 +2%
MA
1307
MSA Advisors
California
$493K
PMG
1308
Private Management Group
California
$493K -$7.08K -95 -1%
VHAM
1309
Van Hulzen Asset Management
California
$490K +$3.43K +46 +0.7%
AGP
1310
Autumn Glory Partners
Texas
$488K -$449K -6,025 -46%
SCP
1311
Silverleafe Capital Partners
Tennessee
$488K
PWPS
1312
Pinnacle Wealth Planning Services
Ohio
$488K +$19.7K +264 +4%
FIA
1313
Foundations Investment Advisors
Arizona
$486K +$127K +1,701 +32%
PCM
1314
Park Capital Management
Wisconsin
$486K +$6.11K +82 +1%
HIP
1315
Harrell Investment Partners
Texas
$486K +$44.6K +599 +9%
AWA
1316
Arete Wealth Advisors
Illinois
$483K +$516K +6,928 New
AFA
1317
Allium Financial Advisors
Oregon
$482K -$39.1K -525 -7%
FWP
1318
FAS Wealth Partners
Kansas
$482K -$5.89K -79 -1%
AA
1319
Auxano Advisors
Washington
$479K -$71.8K -964 -12%
AWM
1320
Aberdeen Wealth Management
Illinois
$479K +$75 +1 +0%
AOWM
1321
Alpha Omega Wealth Management
Virginia
$479K -$5.59K -75 -1%
KF
1322
Krilogy Financial
Missouri
$478K +$574K +7,699 New
CBT
1323
Crews Bank & Trust
Florida
$478K -$16K -215 -3%
Koshinski Asset Management
1324
Koshinski Asset Management
Illinois
$478K -$4.25K -57 -0.8%
BIG
1325
Brooklyn Investment Group
New York
$474K -$20.1K -270 -4%