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Name Holding Trade Value Shares
Change
Change in
Stake
FMW
1576
Farr Miller & Washington
District of Columbia
$275K +$6.9K +35 +3%
IBOK
1577
Independence Bank of Kentucky
Kentucky
$274K +$13.6K +69 +6%
NC
1578
NewSquare Capital
Pennsylvania
$274K +$208K +1,055 +397%
CAM
1579
Concorde Asset Management
Michigan
$273K -$10.1K -51 -4%
CFA
1580
Capstone Financial Advisors
Illinois
$273K +$197 +1 +0.1%
AIM
1581
Advantage Investment Management
Iowa
$273K +$70.8K +359 +37%
PFA
1582
Pure Financial Advisors
California
$273K +$259K +1,316 New
KWA
1583
KCS Wealth Advisory
California
$271K -$33.7K -171 -12%
SFG
1584
Summit Financial Group
West Virginia
$271K
VC
1585
Vicus Capital
Pennsylvania
$270K -$17.7K -90 -6%
PL
1586
Parthenon LLC
Kentucky
$270K -$15.8K -80 -6%
CWA
1587
Cypress Wealth Advisors
California
$267K
CPSAC
1588
Chas P. Smith & Associates (CPS)
Florida
$265K -$39.4K -200 -14%
MCTIC
1589
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$264K
HPC
1590
Hobart Private Capital
North Carolina
$263K +$250K +1,267 New
HIS
1591
Horizon Investment Services
Indiana
$262K -$60.1K -305 -19%
GIP
1592
Greatmark Investment Partners
Georgia
$262K
TAM
1593
Trillium Asset Management
Massachusetts
$261K
FDS
1594
Freedom Day Solutions
Texas
$261K +$249K +1,261 New
DLCIG
1595
D.L. Carlson Investment Group
New Hampshire
$260K
JLBC
1596
J.L. Bainbridge & Co
Florida
$260K +$247K +1,252 New
GAM
1597
Gemmer Asset Management
California
$258K +$9.85K +50 +4%
PO
1598
Private Ocean
California
$257K
TFS
1599
TrustCore Financial Services
Tennessee
$257K +$25K +127 +11%
ARTA
1600
A.R.T. Advisors
New York
$253K +$241K +1,223 New