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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1701
Truvestments Capital
Florida
$539K -$22.7K -44 -5%
AF
1702
Advisornet Financial
Minnesota
$539K +$74.7K +145 +19%
JIC
1703
Joel Isaacson & Co
New York
$537K
ZCI
1704
Zevenbergen Capital Investments
Washington
$536K -$871K -1,690 -65%
HJMC
1705
Hellman Jordan Management Company
Massachusetts
$536K -$107K -208 -19%
CAC
1706
Certified Advisory Corp
Florida
$536K -$21.1K -41 -4%
EP
1707
EPIQ Partners
Minnesota
$536K
HCM
1708
Howland Capital Management
Massachusetts
$535K -$242K -470 -34%
WFC
1709
Western Financial Corp
California
$531K +$48.5K +94 +12%
PA
1710
Procyon Advisors
Connecticut
$530K +$14.9K +29 +3%
BCFD
1711
Boit C.F. David
$530K +$467K +905 New
DWM
1712
Destination Wealth Management
California
$529K -$20.6K -40 -4%
CIP
1713
Convergence Investment Partners
Florida
$528K -$16.5K -32 -3%
PVH
1714
Psagot Value Holdings
Israel
$527K -$23.9M -46,290 -98%
FANJ
1715
Financial Architects (New Jersey)
New Jersey
$525K +$11.9K +23 +3%
JCIA
1716
Jackson Creek Investment Advisors
Colorado
$523K
SICM
1717
Sustainable Insight Capital Management
New York
$522K -$42.3K -82 -8%
LC
1718
Landaas & Company
Wisconsin
$521K
SB
1719
Sunflower Bank
Texas
$520K +$5.67K +11 +1%
SIM
1720
SSI Investment Management
California
$519K -$515 -1 -0.1%
QPWM
1721
Quadrant Private Wealth Management
Pennsylvania
$519K +$2.06K +4 +0.5%
MAM
1722
McLean Asset Management
Virginia
$519K +$3.61K +7 +0.8%
NNP
1723
Nachman Norwood & Parrott
South Carolina
$513K -$1.55K -3 -0.3%
HC
1724
Hourglass Capital
Texas
$513K
KCM
1725
Kanawha Capital Management
Virginia
$513K