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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1826
Austin Private Wealth
Texas
$247K -$18.2K -48 -5%
I
1827
INVST
Indiana
$247K -$12.9K -34 -4%
BFIC
1828
Bedell Frazier Investment Counselling
California
$246K +$338K +894 New
VC
1829
Vicus Capital
Pennsylvania
$245K -$112K -295 -25%
GIM
1830
Grassi Investment Management
California
$245K
SP
1831
Symmetry Partners
Connecticut
$244K -$1.09M -2,874 -76%
CWM
1832
Castle Wealth Management
Florida
$243K -$378 -1 -0.1%
SIM
1833
SSI Investment Management
California
$243K
WCM
1834
Wedge Capital Management
North Carolina
$243K +$17.4K +46 +5%
IIC
1835
Integrated Investment Consultants
Michigan
$242K +$28.4K +75 +9%
FANJ
1836
Financial Architects (New Jersey)
New Jersey
$241K +$52.2K +138 +19%
VAG
1837
VisionPoint Advisory Group
Texas
$240K +$23.5K +62 +8%
IUHSA
1838
Itau Unibanco Holding S.A.
Brazil
$240K +$285K +754 +639%
ACA
1839
Affinity Capital Advisors
California
$239K
SGCA
1840
Steel Grove Capital Advisors
Tennessee
$239K +$22.7K +60 +7%
APA
1841
Astoria Portfolio Advisors
New York
$238K -$40.1K -106 -11%
WPP
1842
Whalerock Point Partners
Rhode Island
$238K +$20.8K +55 +7%
AWM
1843
Aries Wealth Management
Maine
$238K +$56.4K +149 +25%
PCMK
1844
Paragon Capital Management (Kansas)
Kansas
$237K -$3.78K -10 -1%
CCM
1845
Carlson Capital Management
Minnesota
$237K +$39.4K +104 +14%
SP
1846
Successful Portfolios
Florida
$236K -$378 -1 -0.1%
PSP
1847
Principal Street Partners
Tennessee
$235K +$36.3K +96 +13%
YMRC
1848
Yorktown Management & Research Company
Virginia
$234K +$114K +300 +55%
SIC
1849
Sterling Investment Counsel
New York
$233K -$30.3K -80 -9%
HPWM
1850
High Pines Wealth Management
Massachusetts
$233K +$321K +848 New