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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1701
Wealth Management Associates
New Jersey
$424K -$8.42K -72 -2%
KLCM
1702
KG&L Capital Management
Louisiana
$424K +$35.1K +300 +8%
Kingswood Wealth Advisors
1703
Kingswood Wealth Advisors
California
$423K +$448K +3,834 New
CCM
1704
Carlson Capital Management
Minnesota
$423K +$16.6K +142 +4%
DBT
1705
Dubuque Bank & Trust
Iowa
$422K -$13.7K -117 -3%
IIA
1706
IPG Investment Advisors
California
$422K +$12.2K +104 +3%
ERIM
1707
Eagle Ridge Investment Management
Connecticut
$420K +$4.33K +37 +1%
LB
1708
Leo Brokerage
Texas
$420K +$8.77K +75 +2%
MIM
1709
Moseley Investment Management
Florida
$419K +$90.8K +776 +26%
BHB
1710
Bank Hapoalim BM
Israel
$417K -$26.1K -223 -6%
UBV
1711
United Bank (Virginia)
Virginia
$415K – – –
DF Dent & Co
1712
DF Dent & Co
Maryland
$415K -$55.6K -475 -11%
DPI
1713
Diversified Portfolios Inc
Michigan
$414K -$9.59K -82 -2%
GWANC
1714
Guardian Wealth Advisors (North Carolina)
North Carolina
$413K +$34.7K +297 +9%
TWM
1715
TMD Wealth Management
Arizona
$412K – – –
AIM
1716
Acropolis Investment Management
Missouri
$411K -$19.9K -170 -4%
HA
1717
Hamel Associates
New Jersey
$411K -$5.85K -50 -1%
FSG
1718
Financial Strategies Group
Michigan
$410K – – –
CCG
1719
Cypress Capital Group
Florida
$410K +$25K +214 +6%
CA
1720
Cornerstone Advisory
Maryland
$409K -$297K -2,537 -41%
DWM
1721
Drive Wealth Management
Utah
$408K -$38.5K -329 -8%
FNBSF
1722
First National Bank Sioux Falls
South Dakota
$405K – – –
WA
1723
Waddell & Associates
Tennessee
$404K -$26.7K -228 -6%
9WM
1724
9258 Wealth Management
Ohio
$403K -$87.7K -750 -17%
BSG
1725
Black Swift Group
Colorado
$403K +$234K +2,000 +121%