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Name Holding Trade Value Shares
Change
Change in
Stake
VAM
2101
Veritas Asset Management
United Kingdom
$462K -$223K -1,800 -32%
LCS
2102
Levin Capital Strategies
New York
$462K
PPP
2103
Private Portfolio Partners
New Jersey
$462K +$248 +2 +0.1%
CPP
2104
Capasso Planning Partners
South Carolina
$460K
AC
2105
ASB Consultores
Florida
$459K +$112K +907 +30%
SQA
2106
Simon Quick Advisors
New Jersey
$458K +$1.61K +13 +0.3%
SIC
2107
Sigma Investment Counselors
Michigan
$457K -$24.8K -200 -5%
RIM
2108
Reynolds Investment Management
South Carolina
$457K +$479K +3,862 New
SAM
2109
Summit Asset Management
Tennessee
$455K
MFG
2110
Magnus Financial Group
New York
$455K +$10K +81 +2%
FPAS
2111
Focus Partners Advisor Solutions
Missouri
$455K +$477K +3,849 New
CWM
2112
Centric Wealth Management
Illinois
$454K +$72K +581 +18%
FPA
2113
First Pacific Advisors
California
$453K
VST
2114
Van Strum & Towne
California
$453K
COF
2115
Capital One Financial
Virginia
$452K -$386K -3,116 -45%
CAGAS
2116
Capital Advisory Group Advisory Services
Minnesota
$452K -$9.55K -77 -2%
PFC
2117
Phocas Financial Corp
California
$451K
WA
2118
WealthTrust Axiom
Pennsylvania
$451K
EC
2119
Enhancing Capital
Pennsylvania
$450K
FAG
2120
Financial Advisory Group
Texas
$450K +$372 +3 +0.1%
AIFAIM
2121
American Institute for Advanced Investment Management
Arizona
$449K
WF
2122
WoodTrust Financial
Wisconsin
$449K +$65.1K +525 +16%
BIA
2123
Barry Investment Advisors
Massachusetts
$447K +$42.1K +340 +10%
CA
2124
Claro Advisors
Massachusetts
$446K
AFP
2125
Ausdal Financial Partners
Iowa
$445K -$216K -1,739 -32%