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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1451
Bruce G. Allen Investments
Colorado
$436K +$410K +25,961 New
FCA
1452
FLC Capital Advisors
California
$435K +$101K +6,428 +33%
VNA
1453
Valley National Advisers
Pennsylvania
$435K -$34.7K -2,195 -8%
PA
1454
Prossimo Advisors
California
$435K +$67.8K +4,293 +20%
SA
1455
Scarborough Advisors
Maryland
$434K +$5.27K +334 +1%
SM
1456
Sciencast Management
New Jersey
$433K +$407K +25,800 New
WAG
1457
Wheelhouse Advisory Group
Missouri
$432K +$407K +25,764 New
AAM
1458
Auxier Asset Management
Oregon
$430K -$117K -7,424 -22%
TFA
1459
Transamerica Financial Advisors
Florida
$430K -$154K -9,732 -28%
JF
1460
JSF Financial
California
$429K -$30.5K -1,930 -7%
FOFP
1461
Fee-Only Financial Planning
South Carolina
$429K
AJ
1462
Ashburton (Jersey)
Jersey
$427K +$12.8K +812 +3%
AWAU
1463
Alliance Wealth Advisors (Utah)
Utah
$427K -$83.8K -5,309 -17%
PWM
1464
PBMares Wealth Management
Virginia
$427K +$402K +25,435 New
JSW
1465
Journey Strategic Wealth
New Jersey
$426K +$14.3K +903 +4%
LIA
1466
LS Investment Advisors
Michigan
$426K -$27.2K -1,721 -6%
ML
1467
McAdam LLC
Pennsylvania
$425K -$48K -3,043 -11%
CIC
1468
Cutler Investment Counsel
Oregon
$425K +$75.8K +4,803 +23%
Fayez Sarofim & Co
1469
Fayez Sarofim & Co
Texas
$425K -$17.2K -1,089 -4%
DWM
1470
Dorchester Wealth Management
Quebec, Canada
$425K +$31.7K +2,010 +9%
SRC
1471
Shufro Rose & Co
New York
$424K +$7.89K +500 +2%
BMC
1472
Benin Management Corp
Connecticut
$424K -$6.95K -440 -2%
CA
1473
Claro Advisors
Massachusetts
$423K -$22.5K -1,425 -5%
CFA
1474
CWS Financial Advisors
Michigan
$423K -$11.8K -748 -3%
ESB
1475
Essex Savings Bank
Connecticut
$422K -$2.31K -146 -0.6%