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Name Holding Trade Value Shares
Change
Change in
Stake
FNA
401
First National Advisers
Nebraska
$384K +$405K +1,371 New
DT
402
Diversified Trust
Tennessee
$381K -$584K -1,978 -59%
SAI
403
Systematic Alpha Investments
New Jersey
$375K
ECM
404
Element Capital Management
New York
$372K +$131K +443 +50%
CIA
405
Capital Impact Advisors
Massachusetts
$372K +$392K +1,328 New
BFG
406
Berger Financial Group
Minnesota
$369K -$50.2K -170 -11%
CI
407
Cavalier Investments
Georgia
$365K +$4.43K +15 +1%
CM
408
Castleark Management
Illinois
$364K
PWS
409
Precision Wealth Strategies
Missouri
$358K -$21.2K -72 -6%
HAG
410
HighPoint Advisor Group
Illinois
$357K +$337K +1,143 New
CP
411
CenterBook Partners
Connecticut
$353K +$84.1K +285 +29%
SW
412
SkyOak Wealth
Michigan
$352K -$34.2K -116 -8%
Cetera Investment Advisers
413
Cetera Investment Advisers
Illinois
$350K +$24.2K +82 +7%
TCWM
414
Total Clarity Wealth Management
Illinois
$347K -$31.9K -108 -8%
PAG
415
Private Advisor Group
New Jersey
$340K +$73.8K +250 +26%
NCGI
416
Next Century Growth Investors
Minnesota
$337K +$93.5K +317 +36%
VWM
417
Venturi Wealth Management
Texas
$336K
PA
418
Parallel Advisors
California
$334K -$31.3K -106 -8%
CTFG
419
Capstone Triton Financial Group
Oklahoma
$334K -$295 -1 -0.1%
VI
420
Vestcor Inc
New Brunswick, Canada
$334K +$113K +384 +48%
CFB
421
Cullen/Frost Bankers
Texas
$332K -$3.54K -12 -1%
STC
422
Sarah T. Connolly
$326K
IFG
423
Independent Financial Group
California
$323K
S
424
SignatureFD
Georgia
$322K -$17.4K -59 -5%
CIAS
425
Capital Investment Advisory Services
North Carolina
$322K