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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
501
MTM Investment Management
South Carolina
$365K
Vontobel Holding
502
Vontobel Holding
Switzerland
$364K -$53.1K -242 -12%
GAG
503
GM Advisory Group
New York
$361K
DADC
504
D.A. Davidson & Co
Montana
$360K -$19.1K -87 -5%
IC
505
IEQ Capital
California
$359K -$322K -1,466 -46%
FB
506
Fulton Bank
Pennsylvania
$356K +$43K +196 +13%
PWS
507
Peterson Wealth Services
Utah
$356K +$45K +205 +13%
LSAG
508
Lake Street Advisors Group
New Hampshire
$351K +$15.6K +71 +4%
HCM
509
Hengehold Capital Management
Ohio
$349K +$136K +622 +58%
SC
510
Shearwater Capital
Colorado
$348K
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$348K -$88.2K -402 -19%
AA
512
Ancora Advisors
Ohio
$345K -$26.3K -120 -7%
P
513
Pitcairn
Pennsylvania
$345K -$11K -50 -3%
NI
514
Natural Investments
California
$334K +$357K +1,628 New
SC
515
Savant Capital
Illinois
$334K -$348K -1,585 -49%
MCM
516
MAI Capital Management
Ohio
$333K -$1.1K -5 -0.3%
PCIA
517
Prime Capital Investment Advisors
Kansas
$330K -$77.2K -352 -18%
WCF
518
West Coast Financial
California
$328K -$9.87K -45 -3%
GS
519
GTS Securities
Florida
$326K -$56.2K -256 -14%
HPM
520
Hoxton Planning & Management
West Virginia
$324K -$878 -4 -0.3%
STA
521
Summit Trail Advisors
New York
$323K +$153K +698 +80%
ATPW
522
Ashton Thomas Private Wealth
Arizona
$320K +$342K +1,557 New
SWM
523
Shakespeare Wealth Management
Wisconsin
$318K -$219 -1 -0.1%
DAS
524
Diversify Advisory Services
Utah
$318K -$36.2K -165 -10%
WC
525
Waterloo Capital
Texas
$316K -$66.5K -303 -16%