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Name Holding Trade Value Shares
Change
Change in
Stake
QCM
2126
Quest Capital Management
Texas
$8.66M -$86.8K -722 -1%
PFA
2127
Pure Financial Advisors
California
$8.64M +$734K +6,099 +10%
BAM
2128
Baldrige Asset Management
Pennsylvania
$8.64M -$119K -991 -1%
TF
2129
Trek Financial
Arizona
$8.63M -$557K -4,634 -7%
SIA
2130
Soltis Investment Advisors
Utah
$8.61M +$282K +2,345 +4%
BOS
2131
Bank of Stockton
California
$8.59M -$790K -6,565 -9%
CSA
2132
Cottage Street Advisors
Massachusetts
$8.58M -$1.39M -11,541 -15%
IA
2133
Icon Advisers
Colorado
$8.57M -$1.19M -9,900 -13%
CFA
2134
CWS Financial Advisors
Michigan
$8.56M +$21.3K +177 +0.3%
FWM
2135
Fairhaven Wealth Management
Illinois
$8.54M +$531K +4,414 +7%
RFWA
2136
RPg Family Wealth Advisory
Massachusetts
$8.54M -$1.65M -13,745 -18%
FIM
2137
Fernwood Investment Management
Massachusetts
$8.54M +$124K +1,031 +2%
DTC
2138
Davidson Trust Company
Washington
$8.51M -$152K -1,264 -2%
PP
2139
PDT Partners
New York
$8.49M -$824K -6,848 -10%
LFM
2140
Lumina Fund Management
New York
$8.49M
GA
2141
Gateway Advisory
New Jersey
$8.49M +$6.25K +52 +0.1%
IWP
2142
Icon Wealth Partners
Texas
$8.49M +$476K +3,956 +7%
HFS
2143
Howard Financial Services
Texas
$8.48M +$695K +5,781 +10%
ASA
2144
Armstrong Shaw Associates
Connecticut
$8.44M -$87.7K -729 -1%
CWAG
2145
Compton Wealth Advisory Group
Virginia
$8.43M +$78.8K +655 +1%
GC
2146
Gratus Capital
Georgia
$8.41M +$2.82M +23,436 +59%
HFA
2147
HC Financial Advisors
California
$8.41M -$215K -1,788 -3%
TCM
2148
Tanaka Capital Management
New York
$8.4M -$14.4K -120 -0.2%
AIP
2149
Almanack Investment Partners
Pennsylvania
$8.4M -$1.71M -14,231 -18%
NIM
2150
Needham Investment Management
New York
$8.4M -$421K -3,500 -5%