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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1651
Prospera Financial Services
Texas
$436K -$3.22M -13,016 -88%
IIC
1652
Ironwood Investment Counsel
Arizona
$436K +$3.96K +16 +0.9%
TPWA
1653
TRUE Private Wealth Advisors
Oregon
$436K +$121K +488 +40%
MPAM
1654
Murphy Pohlad Asset Management
Minnesota
$435K +$108K +437 +34%
CA
1655
Calton & Associates
Florida
$433K +$78K +315 +23%
ACM
1656
Ategra Capital Management
Virginia
$432K -$7.18K -29 -2%
CAM
1657
CenterStar Asset Management
Illinois
$429K
RCG
1658
Rock Creek Group
District of Columbia
$429K +$19.1K +77 +5%
DWM
1659
Destination Wealth Management
California
$427K +$58.7K +237 +16%
IEFM
1660
IQ EQ Fund Management
Ireland
$425K
FA
1661
FCG Advisors
New Jersey
$425K +$126K +510 +44%
CPSAC
1662
Chas P. Smith & Associates (CPS)
Florida
$424K
3F
1663
360 Financial
Minnesota
$424K +$24.8K +100 +6%
AA
1664
Auxano Advisors
Washington
$422K
CFA
1665
Capstone Financial Advisors
Illinois
$420K +$248 +1 +0.1%
EAM
1666
Evanson Asset Management
California
$419K -$24.5K -99 -6%
PCMC
1667
Private Capital Management (Colorado)
Colorado
$419K
OC
1668
Oakworth Capital
Alabama
$419K +$87K +351 +27%
CL
1669
Choreo LLC
Illinois
$419K +$155K +625 +61%
LC
1670
Landaas & Company
Wisconsin
$418K
MC
1671
Middleton & Co
Massachusetts
$415K -$36.7K -148 -8%
CVM
1672
Cheviot Value Management
California
$415K -$11.6K -47 -3%
HC
1673
Hendley & Co
Ohio
$415K +$404K +1,631 New
WCA
1674
Westover Capital Advisors
Delaware
$414K +$404K +1,630 New
IBOK
1675
Independence Bank of Kentucky
Kentucky
$413K +$1.49K +6 +0.4%