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Name Holding Trade Value Shares
Change
Change in
Stake
VCP
2526
Vista Capital Partners
Oregon
$569K -$68.2K -1,584 -10%
11A
2527
10-15 Associates
New York
$569K +$12.9K +300 +2%
OA
2528
Opes Advisors
California
$568K -$45.3K -1,052 -7%
ACM
2529
Alethea Capital Management
Washington
$563K +$80.9K +1,880 +16%
SIC
2530
Schwartz Investment Counsel
Michigan
$559K
CWM
2531
Concentric Wealth Management
California
$556K -$21.4K -496 -4%
FMP
2532
Financial Management Professionals
Texas
$552K +$81.5K +1,892 +17%
JT
2533
Jump Trading
Illinois
$547K -$2.11M -49,012 -79%
KIC
2534
Keating Investment Counselors
Florida
$544K -$26.7K -620 -5%
SEC
2535
Seven Eight Capital
New York
$537K -$3.86M -89,600 -88%
CW
2536
CreativeOne Wealth
Kansas
$535K +$548K +12,736 New
AIC
2537
Ayalon Insurance Company
Israel
$534K
UWM
2538
USAdvisors Wealth Management
Minnesota
$529K -$87.6K -2,036 -14%
ALIONA
2539
Allianz Life Insurance of North America
Minnesota
$528K +$542K +12,580 New
FDS
2540
First Dallas Securities
Texas
$527K -$6.54K -152 -1%
NI
2541
NFC Investments
Tennessee
$526K +$23.2K +540 +4%
VR
2542
Viridian RIA
Washington
$525K +$520K +12,068 New
GEM
2543
Global Endowment Management
North Carolina
$515K
SCM
2544
Stonehearth Capital Management
Massachusetts
$511K -$3.62K -84 -0.7%
EIC
2545
Equity Investment Corp
Georgia
$510K +$62K +1,440 +13%
DWA
2546
Divergent Wealth Advisors
Utah
$510K +$523K +12,160 New
NQWM
2547
Northwest Quadrant Wealth Management
Oregon
$507K +$1.55K +36 +0.3%
UM
2548
Ulysses Management
New York
$503K +$517K +12,000 New
Marshall Wace
2549
Marshall Wace
United Kingdom
$495K -$11.1M -258,460 -96%
MS
2550
Marshall & Sullivan
Washington
$495K -$253K -5,888 -33%