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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
826
Mercer Capital Advisers
New Jersey
$460K
LFAS
827
Level Four Advisory Services
Texas
$457K +$139K +1,119 +48%
Jones Financial Companies
828
Jones Financial Companies
Missouri
$456K +$8.57K +69 +2%
FMWA
829
Forvis Mazars Wealth Advisors
Missouri
$455K +$23.2K +187 +6%
S
830
SignatureFD
Georgia
$454K +$10.9K +88 +3%
CCMG
831
Clark Capital Management Group
Pennsylvania
$454K +$27.8K +224 +7%
ACP
832
Ashfield Capital Partners
California
$448K -$28.1K -226 -6%
SCM
833
Shelton Capital Management
Colorado
$446K -$43K -346 -9%
TIM
834
Tortoise Investment Management
New York
$445K
KTC
835
Kistler-Tiffany Companies
Pennsylvania
$444K +$124 +1 +0%
ASC
836
Atalanta Sosnoff Capital
New York
$441K
GFP
837
Gryphon Financial Partners
Ohio
$440K +$7.7K +62 +2%
AI
838
Accredited Investors
Minnesota
$438K
USGIU
839
U.S. Global Investors (USGI)
Texas
$436K
BCM
840
Becker Capital Management
Oregon
$433K
PA
841
Parallel Advisors
California
$431K +$19.1K +154 +5%
PCG
842
Private Capital Group
Connecticut
$431K +$48.3K +389 +14%
PCM
843
Princeton Capital Management
New Jersey
$429K -$12.4K -100 -3%
LA
844
LVW Advisors
New York
$427K +$401K +3,229 New
MAFM
845
Mid Atlantic Financial Management
Pennsylvania
$426K +$1.86K +15 +0.5%
HNB
846
Huntington National Bank
Ohio
$423K -$124 -1 -0%
CANY
847
Caxton Associates (New York)
New York
$422K +$397K +3,191 New
OWA
848
Outlook Wealth Advisors
Texas
$421K -$98K -789 -20%
DY
849
Dowling & Yahnke
California
$420K +$17.3K +139 +5%
TGAM
850
TBH Global Asset Management
Tennessee
$416K +$391K +3,143 New