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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
826
Freedom Investment Management
Connecticut
$622K -$127K -2,389 -16%
SWA
827
Stratos Wealth Advisors
Ohio
$607K -$6.8K -128 -1%
GCP
828
Garda Capital Partners
Minnesota
$607K +$657K +12,371 New
HIC
829
Holderness Investments Company
North Carolina
$607K -$106 -2 -0%
WWM
830
Western Wealth Management
Colorado
$607K +$51.7K +974 +9%
VVP
831
Venture Visionary Partners
Ohio
$607K -$21.2K -399 -3%
MA
832
Montag & Associates
Georgia
$605K -$758K -14,275 -54%
SMC
833
Smith, Moore & Co
Missouri
$602K +$74.3K +1,400 +13%
AF
834
Allworth Financial
California
$599K +$83K +1,564 +15%
ATPW
835
Ashton Thomas Private Wealth
Arizona
$596K +$57.1K +1,075 +10%
USGIU
836
U.S. Global Investors (USGI)
Texas
$589K
HT
837
HighTower Trust
Texas
$589K -$4.83K -91 -0.8%
HIA
838
Harbor Investment Advisory
Maryland
$586K +$138K +2,592 +28%
LWM
839
LJI Wealth Management
Indiana
$584K +$20.6K +388 +3%
IAS
840
Investment Advisory Services
Texas
$582K -$1.22K -23 -0.2%
SPWM
841
Schrum Private Wealth Management
Florida
$582K +$1.43K +27 +0.2%
AIM
842
Avity Investment Management
Connecticut
$578K -$112K -2,100 -15%
DG
843
DMC Group
Alabama
$578K -$80.2K -1,511 -12%
SCA
844
Stonebridge Capital Advisors
Minnesota
$577K -$24.1K -454 -4%
ISL
845
Ingalls & Snyder LLC
New York
$572K -$3.19K -60 -0.5%
BMCM
846
Burns Matteson Capital Management
New York
$572K +$618K +11,640 New
CNBTD
847
Citizens National Bank Trust Department
Mississippi
$571K
TDC
848
Thompson Davis & Co
Virginia
$570K -$55.8K -1,050 -8%
JIC
849
Johnson Investment Counsel
Ohio
$569K -$9.4K -177 -2%
LSAG
850
Lake Street Advisors Group
New Hampshire
$569K +$17.2K +324 +3%