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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2176
Shufro Rose & Co
New York
$592K +$7.36K +139 +1%
LB
2177
Legacy Bridge
Iowa
$591K – – –
WGAM
2178
Wilkinson Global Asset Management
New York
$591K – – –
QCIG
2179
Quad-Cities Investment Group
Iowa
$590K -$3.5K -66 -0.6%
CF
2180
Copperwynd Financial
Arizona
$590K +$52.7K +994 +9%
PFM
2181
Parsec Financial Management
North Carolina
$589K +$25.7K +485 +4%
RGC
2182
Roberts, Glore & Co
Illinois
$588K – – –
MWM
2183
Merriman Wealth Management
Washington
$587K +$287K +5,423 +89%
FWP
2184
Firethorn Wealth Partners
Georgia
$586K +$13.1K +248 +2%
IP
2185
Intellectus Partners
California
$585K +$26.8K +505 +5%
EAM
2186
Evanson Asset Management
California
$584K -$156K -2,938 -20%
MA
2187
MJP Associates
Connecticut
$584K +$43.5K +821 +8%
KFC
2188
Klingenstein Fields & Co
New York
$582K -$22.2K -420 -4%
OA
2189
Oxbow Advisors
Texas
$582K – – –
MGAM
2190
McGowan Group Asset Management
Texas
$581K +$3.55K +67 +0.6%
SW
2191
SlateStone Wealth
Florida
$581K +$107K +2,026 +22%
HWA
2192
Heartwood Wealth Advisors
Virginia
$579K +$258K +4,870 +75%
FSA
2193
Financial Sense Advisors
California
$576K -$1.12M -21,177 -65%
PCFFS
2194
Pacific Center for Financial Services
California
$576K -$38.2K -721 -6%
RF
2195
Resolute Financial
Massachusetts
$574K +$5.03K +95 +0.9%
PIA
2196
Perennial Investment Advisors
California
$574K +$47.4K +895 +9%
RCG
2197
Rock Creek Group
District of Columbia
$574K +$50.8K +959 +9%
SEP
2198
Southland Equity Partners
Missouri
$574K +$20.2K +382 +4%
AO
2199
Advisor OS
Illinois
$573K +$119K +2,246 +25%
RAM
2200
Roanoke Asset Management
New Jersey
$571K – – –
86 87
88
89 90