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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1326
Sutton Wealth Advisors
Florida
$429K -$56.9K -614 -11%
MC
1327
Montag & Caldwell
Georgia
$425K -$46.4K -500 -9%
CCM
1328
Compton Capital Management
Rhode Island
$425K -$34.8K -375 -7%
AF
1329
AtlasMark Financial
Texas
$424K +$445K +4,800 New
C
1330
Cerebellum
California
$420K +$40.6K +438 +10%
BWP
1331
Bernardo Wealth Planning
Pennsylvania
$417K -$45.7K -493 -9%
CAN
1332
Claraphi Advisory Network
United States
$417K +$76.7K +827 +21%
REMPR
1333
Roof Eidam Maycock Peralta (REMP)
California
$416K
FHC
1334
First Heartland Consultants
Missouri
$414K -$9.18K -99 -2%
NSAM
1335
North Star Asset Management
Wisconsin
$412K
SDAM
1336
Shulman DeMeo Asset Management
New York
$412K +$1.21K +13 +0.3%
CAW
1337
Cornerstone Advisors (Washington)
Washington
$412K +$19.6K +211 +5%
SFG
1338
Summit Financial Group
West Virginia
$412K +$41.8K +451 +11%
HPC
1339
HM Payson & Co
Maine
$411K +$464 +5 +0.1%
COI
1340
Capital One Investing
Virginia
$410K -$1.48K -16 -0.3%
USGIU
1341
U.S. Global Investors (USGI)
Texas
$409K -$196K -2,117 -31%
BFO
1342
Boston Family Office
Massachusetts
$407K -$7.6K -82 -2%
WA
1343
Wambolt & Associates
Colorado
$407K
JHCP
1344
Jackson Hole Capital Partners
Oklahoma
$406K
MMM
1345
Mendel Money Management
Illinois
$406K
SIC
1346
Salem Investment Counselors
North Carolina
$405K
GAM
1347
GQ Asset Management
New York
$404K -$401K -4,325 -49%
PB
1348
Pinnacle Bancorp
Nebraska
$403K -$47.7K -515 -10%
PSF
1349
Pacific Sun Financial
California
$401K -$1.39K -15 -0.3%
MFW
1350
Mosaic Family Wealth
Missouri
$398K -$106K -1,147 -20%