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Name Holding Trade Value Shares
Change
Change in
Stake
CC
2376
Cypress Capital
Tennessee
$3.13M -$878K -13,648 -24%
PCAP
2377
Pratt Collard Advisory Partners
New York
$3.13M -$5.4K -84 -0.2%
OAM
2378
Optimal Asset Management
California
$3.12M +$2.74M +42,520 New
RZH
2379
Relyea Zuckerberg Hanson
Connecticut
$3.12M +$2.73M +42,504 New
WCWM
2380
Willow Creek Wealth Management
California
$3.1M -$117K -1,824 -4%
CWM
2381
Concentrum Wealth Management
California
$3.1M +$10.3K +160 +0.4%
SIA
2382
Soltis Investment Advisors
Utah
$3.1M +$2.71M +42,156 New
TWI
2383
Thomas White International
Illinois
$3.07M +$500K +7,768 +23%
SG
2384
Somerset Group
Minnesota
$3.07M -$79.3K -1,232 -3%
AIA
2385
Alera Investment Advisors
Illinois
$3.07M -$846K -13,152 -24%
AA
2386
Advisory Alpha
Michigan
$3.07M +$65.4K +1,016 +3%
TF
2387
TRH Financial
Iowa
$3.06M +$2.64M +41,016 New
NEWAS
2388
N.E.W. Advisory Services
Wisconsin
$3.05M +$2.68M +41,608 New
PAA
2389
Peregrine Asset Advisers
Oregon
$3.05M
PD
2390
Planning Directions
Pennsylvania
$3.05M -$203K -3,160 -7%
LWM
2391
Lenox Wealth Management
Ohio
$3.04M -$1.08M -16,724 -29%
UA
2392
Unison Advisors
District of Columbia
$3.04M +$1.54K +24 +0.1%
MWM
2393
Minot Wealth Management
Massachusetts
$3.04M +$2.46M +38,228 New
SA
2394
Sicart Associates
New York
$3.03M -$923K -14,340 -26%
ICM
2395
Islay Capital Management
Texas
$3.03M +$2.65M +41,260 New
BBI
2396
Baxter Bros Inc
Connecticut
$3.02M +$615K +9,564 +30%
FSCM
2397
Front Street Capital Management
Montana
$3.02M -$23.2K -360 -0.9%
DCM
2398
Dimension Capital Management
Florida
$3.01M -$22.6K -352 -0.9%
LFG
2399
Larson Financial Group
Missouri
$3.01M -$192K -2,984 -7%
CST
2400
Charles Schwab Trust
Nevada
$3.01M +$461K +7,172 +21%