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Name Holding Trade Value Shares
Change
Change in
Stake
NP
801
NorthRock Partners
Minnesota
$336K +$138K +2,648 +65%
CA
802
Clearstead Advisors
Ohio
$333K
PMG
803
ProVise Management Group
Florida
$331K +$5.28K +101 +2%
UAS
804
United Asset Strategies
New York
$330K +$38.7K +741 +13%
CL
805
CPWM LLC
Washington
$329K +$343K +6,566 New
ProShare Advisors
806
ProShare Advisors
Maryland
$328K +$47.2K +904 +16%
AFG
807
Albion Financial Group
Utah
$328K +$342K +6,547 New
GSEP
808
Golden State Equity Partners
California
$328K +$342K +6,548 New
LFF
809
Level Four Financial
Texas
$325K +$5.38K +103 +2%
ZIG
810
Zuckerman Investment Group
Illinois
$324K
NFSG
811
Newbridge Financial Services Group
Florida
$324K +$32.1K +615 +11%
AAS
812
Avantax Advisory Services
Texas
$323K +$86K +1,646 +34%
ARG
813
Advisory Resource Group
Oklahoma
$322K +$336K +6,425 New
BFIM
814
Beese Fulmer Investment Management
Ohio
$319K -$122K -2,328 -27%
CMANY
815
Capital Management Associates (New York)
New York
$319K +$333K +6,367 New
KFA
816
Kelleher Financial Advisors
New York
$308K +$322K +6,157 New
IAP
817
Indie Asset Partners
Indiana
$307K +$22.2K +425 +7%
FAIM
818
Financial Advocates Investment Management
Washington
$307K +$49.5K +947 +16%
DP
819
Dearborn Partners
Illinois
$305K
MCM
820
MAI Capital Management
Ohio
$304K -$1.72K -33 -0.5%
TP
821
Tranquility Partners
Tennessee
$304K +$8.1K +155 +3%
RIA
822
Regal Investment Advisors
Michigan
$303K +$315K +6,040 New
PA
823
PSI Advisors
Florida
$300K +$58K +1,110 +23%
CHJWM
824
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K +$340K +6,502 New
22CM
825
20/20 Capital Management
California
$299K -$25.6K -490 -8%