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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1001
Daytona Street Capital
Missouri
$167K
CLOS
1002
Compagnie Lombard Odier SCmA
Switzerland
$165K
BA
1003
Bard Associates
Illinois
$164K +$2.5K +55 +1%
AF
1004
Advisornet Financial
Minnesota
$160K -$30.8K -677 -15%
CBT
1005
Crews Bank & Trust
Florida
$160K
BGAI
1006
Bruce G. Allen Investments
Colorado
$153K +$14.6K +320 +10%
TFA
1007
Transamerica Financial Advisors
Florida
$150K -$70.1K -1,541 -31%
BIAS
1008
Beacon Investment Advisory Services
New Jersey
$149K -$24.2K -532 -13%
SA
1009
SRH Advisors
Kansas
$146K
CFM
1010
Compass Financial Management
Florida
$143K +$142K +3,132 New
JFG
1011
Jefferies Financial Group
New York
$142K -$1.34M -29,429 -90%
WETS
1012
Wealth Enhancement Trust Services
South Dakota
$142K -$23.7K -522 -14%
GWM
1013
Geneos Wealth Management
Colorado
$137K +$22.9K +504 +19%
PP
1014
Pingora Partners
Wyoming
$135K
IA
1015
IFG Advisory
Georgia
$134K +$141K +3,110 New
CA
1016
Crewe Advisors
Utah
$134K +$134K +2,955 +1,970%
Cohen & Steers
1017
Cohen & Steers
New York
$130K
C
1018
Covestor
United Kingdom
$126K +$35.7K +784 +37%
HBW
1019
Hazlett, Burt & Watson
West Virginia
$124K -$13.6K -300 -9%
CB
1020
CNB Bank
Pennsylvania
$123K -$593K -13,038 -82%
HNW
1021
High Note Wealth
Minnesota
$121K -$637 -14 -0.5%
FCAS
1022
First Command Advisory Services
Texas
$120K +$49.1K +1,080 +63%
AWM
1023
Aberdeen Wealth Management
Illinois
$119K -$167K -3,682 -57%
FAM
1024
Fulcrum Asset Management
United Kingdom
$119K -$206K -4,539 -63%
MEG
1025
Millstone Evans Group
Colorado
$115K