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Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
1201
Pacific Global Investment Management
California
$592K +$16.9K +218 +3%
TPW
1202
Tiller Private Wealth
Pennsylvania
$589K +$588K +7,596 New
BSW
1203
Buckingham Strategic Wealth
Missouri
$583K -$438K -5,655 -43%
MCM
1204
MV Capital Management
Maryland
$573K +$162K +2,086 +39%
AAS
1205
Annex Advisory Services
Wisconsin
$572K -$13.4K -173 -2%
MPWT
1206
MassMutual Private Wealth & Trust
Connecticut
$566K +$501K +6,469 +779%
OIA
1207
Optimum Investment Advisors
Illinois
$566K +$110K +1,418 +24%
CFMC
1208
Curbstone Financial Management Corp
New Hampshire
$563K +$278K +3,588 +98%
AIA
1209
Allegis Investment Advisors
Idaho
$559K +$559K +7,214 New
RWM
1210
Raffa Wealth Management
District of Columbia
$559K +$15.5K +200 +3%
LNC
1211
Lincoln National Corp
Pennsylvania
$557K +$128K +1,655 +28%
SI
1212
Sprott Inc
Ontario, Canada
$551K +$550K +7,100 New
HCM
1213
Harvey Capital Management
Florida
$550K
SC
1214
Savant Capital
Illinois
$549K +$61.9K +799 +13%
AWA
1215
ARS Wealth Advisors
Florida
$547K +$77 +1 +0%
USGIU
1216
U.S. Global Investors (USGI)
Texas
$543K +$38.7K +500 +8%
BFEC
1217
Benjamin F. Edwards & Company
Missouri
$536K +$30.4K +393 +6%
BP
1218
Ballentine Partners
Massachusetts
$536K +$40.9K +528 +8%
CAW
1219
Cornerstone Advisors (Washington)
Washington
$533K -$534K -6,892 -50%
Koshinski Asset Management
1220
Koshinski Asset Management
Illinois
$532K +$155 +2 +0%
HC
1221
Hillman Company
Pennsylvania
$532K
NAM
1222
NTV Asset Management
West Virginia
$526K +$38.7K +500 +8%
PFA
1223
Paradigm Financial Advisors
Missouri
$525K +$93K +1,200 +22%
GWCM
1224
Godshalk Welsh Capital Management
Pennsylvania
$523K -$15.5K -200 -3%
TSW
1225
Thompson Siegel & Walmsley
Virginia
$516K