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Name Holding Trade Value Shares
Change
Change in
Stake
PP
701
PrairieView Partners
Minnesota
$51K – – –
WP
702
WealthShield Partners
North Carolina
$51K +$46K +1,013 New
HCM
703
Highlander Capital Management
New Jersey
$50K – – –
HSA
704
Hussman Strategic Advisors
Maryland
$50K – – –
PK
705
Pflug Koory
Nebraska
$47K +$6.13K +135 +17%
HFM
706
Hartford Financial Management
Connecticut
$46K +$545 +12 +1%
LWM
707
Liberty Wealth Management
California
$45K – – –
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45K -$529K -11,635 -93%
CFB
709
Cullen/Frost Bankers
Texas
$43K – – –
IAS
710
IMA Advisory Services
Colorado
$43K – – –
MPWT
711
MassMutual Private Wealth & Trust
Connecticut
$41K -$8.32K -183 -18%
RIM
712
Rockbridge Investment Management
New York
$41K – – –
SJIM
713
St. Johns Investment Management
Florida
$41K – – –
SWM
714
Sugarloaf Wealth Management
Georgia
$41K – – –
GI
715
Gradient Investments
Minnesota
$40K -$682 -15 -2%
CI
716
CX Institutional
Indiana
$40K +$7.13K +157 +25%
BFC
717
Bedel Financial Consulting
Indiana
$39K – – –
OSAM
718
O'Shaughnessy Asset Management
Connecticut
$39K +$8.63K +190 +33%
FNBOSM
719
First National Bank of South Miami
Florida
$39K +$24.8K +545 +253%
PCG
720
Private Capital Group
Connecticut
$37K -$454 -10 -1%
KFAA
721
Klaas Financial Asset Advisors
Illinois
$37K +$682 +15 +2%
HWMA
722
Heritage Wealth Management (Arizona)
Arizona
$36K +$32.6K +718 New
BDWM
723
Brewin Dolphin Wealth Management
Ireland
$35.3K – – –
ME
724
McIlrath & Eck
Washington
$35K -$18.5K -408 -37%
CIA
725
CSat Investment Advisory
Michigan
$35K -$3.09K -68 -9%