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Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
2926
Market Street Wealth Management Advisors
Indiana
$273K +$336K +6,932 New
DIP
2927
DT Investment Partners
Pennsylvania
$270K -$128K -2,644 -28%
CIC
2928
Chase Investment Counsel
Virginia
$268K -$4.16M -85,724 -93%
RA
2929
Riverstone Advisors
Texas
$268K +$329K +6,792 New
JFG
2930
JMG Financial Group
Illinois
$265K -$17.5K -360 -5%
WCM
2931
Wealthcare Capital Management
Virginia
$265K
JC
2932
Jentner Corp
Ohio
$265K +$19.8K +408 +6%
CLM
2933
ClearBridge LLC (Maryland)
Maryland
$263K
SAM
2934
Shamrock Asset Management
Texas
$259K -$58.2K -1,200 -15%
M
2935
Mirova
France
$258K +$317K +6,548 New
CP
2936
Coho Partners
Pennsylvania
$257K
SCA
2937
SMH Capital Advisors
Texas
$256K +$315K +6,492 New
EGWAG
2938
Elwood & Goetz Wealth Advisory Group
Georgia
$245K +$301K +6,204 New
ACP
2939
Arcus Capital Partners
Georgia
$243K -$110K -2,268 -27%
SM
2940
Salzhauer Michael
$241K -$38.8K -800 -12%
DWA
2941
Dorsey Wright & Associates
California
$241K -$15.7K -324 -5%
CCM
2942
Coe Capital Management
Illinois
$238K
BWI
2943
Beacon Wealthcare Inc
North Carolina
$237K +$13.8K +284 +5%
PP
2944
Pension Partners
New York
$233K
KS
2945
Karpas Strategies
Connecticut
$230K
HWA
2946
Heritage Way Advisors
Illinois
$230K +$48.5K +1,000 +21%
CAM
2947
CenterStar Asset Management
Illinois
$226K
TP
2948
Truvvo Partners
New York
$226K
AWA
2949
Artemis Wealth Advisors
New York
$226K
PAS
2950
Professional Advisory Services
Florida
$225K