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Name Holding Trade Value Shares
Change
Change in
Stake
PT
826
Plimoth Trust
Massachusetts
$668K -$41K -445 -6%
CIAS
827
CFS Investment Advisory Services
New Jersey
$667K +$14.7K +160 +2%
FFS
828
Founders Financial Securities
Maryland
$667K +$51K +553 +9%
DIP
829
Davis Investment Partners
North Carolina
$666K -$7.65K -83 -1%
Axxcess Wealth Management
830
Axxcess Wealth Management
California
$666K -$104K -1,125 -14%
AWM
831
Avondale Wealth Management
Texas
$660K +$623K +6,755 New
Brooklyn Investment Group
832
Brooklyn Investment Group
New York
$659K +$424K +4,602 +217%
UAM
833
Unifi Asset Management
New York
$658K +$620K +6,729 New
WAP
834
Wealthcare Advisory Partners
Pennsylvania
$648K +$17K +184 +3%
OAM
835
Ostrum Asset Management
France
$644K -$64.9K -704 -10%
FPF
836
First Pacific Financial
Washington
$634K -$25K -271 -4%
Phoenix Financial
837
Phoenix Financial
Israel
$629K -$64.2M -696,279 -99%
CNBTD
838
Citizens National Bank Trust Department
Mississippi
$620K – – –
Luther King Capital Management (LKCM)
839
Luther King Capital Management (LKCM)
Texas
$618K +$48.4K +525 +9%
SNS Financial Group
840
SNS Financial Group
Minnesota
$618K -$106K -1,153 -15%
CP
841
Canopy Partners
Ohio
$618K +$125K +1,351 +27%
Procyon Advisors
842
Procyon Advisors
Connecticut
$614K +$105K +1,143 +22%
KLCM
843
KG&L Capital Management
Louisiana
$612K +$153K +1,658 +37%
WPA
844
Winning Points Advisors
Florida
$611K +$576K +6,252 New
RPCONE
845
Retirement Planning Company of New England
Rhode Island
$610K -$134K -1,455 -19%
Independent Financial Group
846
Independent Financial Group
California
$609K +$43.2K +469 +8%
Sigma Planning Corp
847
Sigma Planning Corp
Michigan
$606K +$25.1K +272 +5%
SWA
848
Stratos Wealth Advisors
Ohio
$604K -$181K -1,968 -24%
MGWM
849
Marks Group Wealth Management
Minnesota
$602K +$27.9K +303 +5%
GXJ
850
Global X Japan
Japan
$600K +$31.6K +343 +6%