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Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
1326
Boit C.F. David
$844K -$99K -5,296 -10%
BI
1327
Ballast Inc
Kentucky
$842K +$164K +8,776 +24%
DEM
1328
Disciplined Equity Management
Florida
$837K +$843K +45,072 New
WAAG
1329
Wealth Alliance Advisory Group
Kansas
$835K -$274K -14,633 -25%
HAS
1330
HBW Advisory Services
California
$835K -$18.5K -990 -2%
SIG
1331
Stonegate Investment Group
Alabama
$835K +$840K +44,960 New
TC
1332
Trust Company
Kansas
$834K -$39.6K -2,118 -5%
NEWAS
1333
N.E.W. Advisory Services
Wisconsin
$832K +$88.7K +4,746 +12%
5L
1334
55I LLC
Massachusetts
$831K -$306K -16,355 -27%
SC
1335
Schubert & Co
Texas
$830K +$835K +44,669 New
HCM
1336
Horrell Capital Management
Arkansas
$828K +$103K +5,485 +14%
LRWA
1337
Long Run Wealth Advisors
New York
$828K +$836K +44,743 New
CGL
1338
Clarius Group LLC
Washington
$826K -$357K -19,115 -30%
NSB
1339
Norway Savings Bank
Maine
$824K -$125K -6,692 -13%
WA
1340
Waddell & Associates
Tennessee
$823K -$213K -11,396 -20%
KWMG
1341
King Wealth Management Group
Florida
$823K -$52.2K -2,794 -6%
CBFP
1342
Cedar Brook Financial Partners
Ohio
$822K +$40.4K +2,162 +5%
KCM
1343
Kendall Capital Management
Maryland
$821K -$414K -22,157 -33%
KFA
1344
Kelleher Financial Advisors
New York
$818K -$1.34M -71,784 -62%
CG
1345
Caprock Group
Idaho
$818K -$13.8K -736 -2%
PL
1346
Plancorp LLC
Missouri
$817K -$20.8K -1,112 -2%
PL
1347
Parthenon LLC
Kentucky
$816K
SC
1348
Stolper & Co
Oklahoma
$815K -$550K -29,408 -40%
NFSG
1349
Newbridge Financial Services Group
Florida
$815K -$50.6K -2,707 -6%
ESCM
1350
Echo Street Capital Management
New York
$815K +$441K +23,566 +116%