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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
1176
Vanguard Personalized Indexing Management
California
$25.3M +$2.87M +23,901 +14%
PPSG
1177
Princeton Portfolio Strategies Group
New Jersey
$25.3M -$392K -3,257 -2%
AWA
1178
ARS Wealth Advisors
Florida
$25.3M -$36.8K -306 -0.2%
MWM
1179
Madison Wealth Management
Ohio
$25.3M -$1.42M -11,794 -6%
RIA
1180
Realta Investment Advisors
Delaware
$25.3M +$568K +4,720 +3%
WA
1181
WP Advisors
California
$25.3M -$644K -5,354 -3%
IIA
1182
IPG Investment Advisors
California
$25.3M +$2.17M +18,072 +10%
SFP
1183
Sandbox Financial Partners
Maryland
$25.2M +$22.9M +190,060 New
EI
1184
Ethic Inc
New York
$25.2M +$4.67M +38,809 +26%
NFGCM
1185
Norman Fields Gottscho Capital Management
New York
$25.1M -$194K -1,612 -0.8%
SWK
1186
Stephen W. Kidder
$25M -$1.57M -13,012 -6%
SWA
1187
SFMG Wealth Advisors
Texas
$25M +$1.91M +15,888 +9%
DP
1188
Dundas Partners
United Kingdom
$25M
WP
1189
WealthSource Partners
California
$24.9M -$3.05M -25,354 -12%
RCP
1190
Rothschild Capital Partners
New York
$24.9M
SAM
1191
SignalPoint Asset Management
Missouri
$24.9M -$351K -2,918 -2%
CNC
1192
Canandaigua National Corp
New York
$24.9M -$939K -7,807 -4%
CFS
1193
CRA Financial Services
New Jersey
$24.8M -$308K -2,564 -1%
MCM
1194
Mitchell Capital Management
Kansas
$24.8M +$215K +1,786 +1%
PAM
1195
Premier Asset Management
Illinois
$24.8M +$1.4M +11,634 +7%
CC
1196
Centiva Capital
New York
$24.8M +$18.1M +150,382 +411%
PFBT
1197
Parkside Financial Bank & Trust
Missouri
$24.8M +$121K +1,006 +0.5%
JFGIW
1198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.7M +$329K +2,734 +1%
VWA
1199
Visionary Wealth Advisors
Illinois
$24.7M +$22.4M +186,394 New
WA
1200
Wealth Alliance
New York
$24.7M +$404K +3,357 +2%