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Name Holding Trade Value Shares
Change
Change in
Stake
FSC
651
Full Sail Capital
Oklahoma
$216K – – –
KCM
652
Karp Capital Management
California
$211K +$254K +648 New
OSAM
653
O'Shaughnessy Asset Management
Connecticut
$210K +$68.2K +174 +37%
GAM
654
Griffin Asset Management
New York
$208K +$250K +638 New
CG
655
Colony Group
Massachusetts
$208K +$251K +640 New
KeyBank National Association
656
KeyBank National Association
Ohio
$207K -$2.82M -7,187 -92%
PA
657
Parallel Advisors
California
$207K +$37.2K +95 +18%
GA
658
Gateway Advisory
New Jersey
$207K +$249K +636 New
HI
659
Hudock Inc
Pennsylvania
$205K -$11K -28 -4%
BFS
660
Bard Financial Services
Connecticut
$204K -$78.4K -200 -24%
EM
661
Excalibur Management
Massachusetts
$204K – – –
PFA
662
Paradigm Financial Advisors
Missouri
$204K +$245K +626 New
FLPIM
663
F.L. Putnam Investment Management
Massachusetts
$201K – – –
SIC
664
Salem Investment Counselors
North Carolina
$196K -$117K -298 -33%
CWP
665
Concord Wealth Partners
Virginia
$196K +$231K +590 +4,917%
CAGAS
666
Capital Advisory Group Advisory Services
Minnesota
$195K -$477K -1,216 -67%
WP
667
WealthShield Partners
North Carolina
$181K -$409K -1,044 -65%
TWM
668
Tradition Wealth Management
Minnesota
$177K -$1.57K -4 -0.7%
S
669
SignatureFD
Georgia
$173K +$127K +324 +157%
GI
670
GS Investments
Minnesota
$171K -$90.1K -230 -30%
HWA
671
HHM Wealth Advisors
Tennessee
$154K – – –
MMG
672
Monetary Management Group
Missouri
$147K – – –
BWL
673
Bogart Wealth LLC
Virginia
$144K – – –
SSB
674
Sandy Spring Bank
Maryland
$144K +$39.2K +100 +29%
TFM
675
TFC Financial Management
Massachusetts
$135K -$39.2K -100 -19%