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Name Holding Trade Value Shares
Change
Change in
Stake
LFS
2701
Legacy Financial Strategies
Kansas
$711K +$10K +236 +2%
FEM
2702
Fulcrum Equity Management
Texas
$711K +$63.5K +1,496 +11%
NA
2703
Nottingham Advisors
New York
$704K +$83.1K +1,960 +15%
EWG
2704
Executive Wealth Group
Washington
$698K +$2.38K +56 +0.4%
VCP
2705
Vista Capital Partners
Oregon
$697K +$21.5K +508 +4%
CF
2706
Copperwynd Financial
Arizona
$696K -$26K -612 -4%
LIA
2707
LBMC Investment Advisors
Tennessee
$690K -$217K -5,120 -26%
ACM
2708
Adalta Capital Management
New York
$689K -$3.73K -88 -0.6%
MWC
2709
MBM Wealth Consultants
Missouri
$689K +$30.2K +712 +5%
NQWM
2710
Northwest Quadrant Wealth Management
Oregon
$684K +$1.87K +44 +0.3%
CC
2711
Centiva Capital
New York
$681K -$335K -7,900 -36%
DAM
2712
Deltec Asset Management
New York
$674K -$1.02M -24,000 -63%
IRC
2713
Investors Research Corp
Georgia
$674K
FSA
2714
Financial Sense Advisors
California
$673K +$36.5K +860 +6%
HWA
2715
Hillcrest Wealth Advisors
New Jersey
$672K +$33.4K +788 +6%
DPI
2716
Diversified Portfolios Inc
Michigan
$669K
MAM
2717
Marquette Asset Management
Minnesota
$666K
DWA
2718
Dougherty Wealth Advisers
Minnesota
$665K
SC
2719
Sovarnum Capital
New York
$665K +$594K +14,000 New
MCM
2720
Mainstay Capital Management
Michigan
$663K -$43.1K -1,016 -7%
ACM
2721
Armbruster Capital Management
New York
$661K +$8.14K +192 +1%
SIC
2722
Schwartz Investment Counsel
Michigan
$661K +$25.4K +600 +5%
PA
2723
Prism Advisors
California
$655K -$22.9K -540 -4%
IG
2724
Ithaka Group
Virginia
$655K -$8.48K -200 -1%
Balyasny Asset Management
2725
Balyasny Asset Management
Illinois
$654K -$11.6M -273,136 -95%