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Name Holding Trade Value Shares
Change
Change in
Stake
Sowell Financial Services
901
Sowell Financial Services
Arkansas
$226K +$17K +280 +8%
CBA
902
Coastal Bridge Advisors
Connecticut
$224K – – –
KWA
903
KCS Wealth Advisory
California
$224K +$24.2K +399 +12%
PIA
904
Pinion Investment Advisors
Kansas
$223K +$225K +3,720 New
MBT
905
Montecito Bank & Trust
California
$223K +$225K +3,722 New
Mount Yale Investment Advisors
906
Mount Yale Investment Advisors
Colorado
$223K +$225K +3,722 New
CA
907
Cambridge Advisors
Nebraska
$223K +$226K +3,725 New
Pinnacle Associates
908
Pinnacle Associates
New York
$222K -$354K -5,844 -61%
MCM
909
McKinley Capital Management
Alaska
$222K +$91K +1,503 +68%
TAM
910
Tiverton Asset Management
Delaware
$222K +$225K +3,712 New
ICM
911
IMS Capital Management
Oregon
$220K – – –
OneDigital Investment Advisors
912
OneDigital Investment Advisors
Kansas
$218K -$13.7K -226 -6%
ACM
913
AUA Capital Management
Pennsylvania
$218K – – –
QAM
914
Quantres Asset Management
Cayman Islands
$216K -$545K -9,000 -71%
FMLI
915
Fukoku Mutual Life Insurance
Japan
$216K – – –
WC
916
Whitnell & Co
Illinois
$216K – – –
WAG
917
Winthrop Advisory Group
Massachusetts
$216K – – –
ARMC
918
American Research & Management Company
Massachusetts
$215K -$12.1K -200 -5%
PAM
919
Peak Asset Management
Colorado
$213K – – –
DI
920
Diligent Investors
California
$212K – – –
FNB
921
Farmers National Bank
Kentucky
$212K – – –
Jones Financial Companies
922
Jones Financial Companies
Missouri
$210K -$64.3K -1,062 -23%
Parallel Advisors
923
Parallel Advisors
California
$210K +$4.9K +81 +2%
WI
924
Wintrust Investments
Illinois
$209K +$424 +7 +0.2%
Banco Santander
925
Banco Santander
Spain
$209K +$211K +3,481 New