Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1726
Newbridge Financial Services Group
Florida
$832K -$86.3K -2,072 -10%
A
1727
Argentarii
Ohio
$831K +$472K +11,328 +162%
SMA
1728
Sage Mountain Advisors
Georgia
$831K +$143K +3,426 +23%
FRA
1729
Front Row Advisors
California
$830K -$53.1K -1,275 -7%
NCM
1730
NCM Capital Management
New Jersey
$830K -$4.16K -100 -0.5%
RBFC
1731
Roman Butler Fullerton & Co
Missouri
$828K -$3.83K -92 -0.5%
PA
1732
PFG Advisors
Arizona
$826K -$2.08K -50 -0.3%
MIC
1733
Means Investment Company
Maine
$826K -$33.8K -812 -4%
RHDIC
1734
R.H. Dinel Investment Counsel
California
$825K – – –
PA
1735
PSI Advisors
Florida
$825K +$84.7K +2,035 +13%
WFC
1736
Western Financial Corp
California
$817K +$11.2K +269 +2%
WWM
1737
Waterway Wealth Management
Texas
$815K +$50.2K +1,206 +7%
LI
1738
LVZ Inc
Michigan
$813K +$33.1K +794 +5%
PAM
1739
Parvin Asset Management
South Dakota
$811K +$90K +2,163 +14%
IC
1740
Iconiq Capital
California
$809K +$147K +3,530 +25%
MFF
1741
Michels Family Financial
Texas
$809K +$24.8K +595 +3%
RL
1742
Rogco LP
Oklahoma
$807K +$63.5K +1,525 +9%
IA
1743
Insight Advisors
Pennsylvania
$805K -$1.37K -33 -0.2%
NAS
1744
Nicolet Advisory Services
Wisconsin
$805K +$171K +4,102 +28%
MAM
1745
Milestone Asset Management
Pennsylvania
$802K -$1.91M -45,826 -72%
VCM
1746
Voleon Capital Management
California
$801K -$644K -15,480 -47%
AIC
1747
Argus Investors Counsel
New York
$800K -$262K -6,300 -26%
CCB
1748
Country Club Bank
Missouri
$800K -$65.2K -1,566 -8%
1CP
1749
17 Capital Partners
Arizona
$799K -$511K -12,264 -41%
FWM
1750
Focused Wealth Management
New York
$796K +$126K +3,033 +21%