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Name Holding Trade Value Shares
Change
Change in
Stake
JF
1901
JSF Financial
California
$222K +$203K +922 New
NA
1902
Nottingham Advisors
New York
$221K -$44.1K -200 -18%
GI
1903
Glovista Investments
New Jersey
$221K +$202K +916 New
PPSG
1904
Princeton Portfolio Strategies Group
New Jersey
$221K +$202K +917 New
SIC
1905
Samalin Investment Counsel
New York
$221K +$202K +917 New
SIM
1906
Sadoff Investment Management
Wisconsin
$220K +$201K +913 New
WMA
1907
Wealth Management Associates
New Jersey
$219K +$201K +910 New
SHGA
1908
Sand Hill Global Advisors
California
$219K +$201K +910 New
RSWM
1909
Robertson Stephens Wealth Management
California
$217K -$68.8K -312 -26%
CCP
1910
Clarkston Capital Partners
Michigan
$217K +$198K +900 New
LWMM
1911
Legacy Wealth Management (Mississippi)
Mississippi
$217K +$198K +900 New
HCA
1912
Heck Capital Advisors
Wisconsin
$216K +$6.39K +29 +3%
SFWC
1913
Strategic Family Wealth Counselors
New Jersey
$214K +$196K +887 New
TNA
1914
True North Advisors
Texas
$214K +$196K +888 New
GC
1915
Gilbert & Cook
Iowa
$214K +$196K +889 New
FSCM
1916
Front Street Capital Management
Montana
$213K +$195K +885 New
BCM
1917
Bayesian Capital Management
New York
$212K +$194K +880 New
MCWA
1918
Meadow Creek Wealth Advisors
Georgia
$210K +$192K +870 New
EIG
1919
Ellenbecker Investment Group
Wisconsin
$210K +$192K +873 New
VCP
1920
Vista Capital Partners
Oregon
$209K +$192K +871 New
IP
1921
Investment Partners
Ohio
$208K +$190K +861 New
FAT
1922
First American Trust
California
$208K +$190K +863 New
TA
1923
TFG Advisers
Michigan
$208K +$190K +864 New
AP
1924
Americana Partners
Texas
$208K +$191K +866 New
NFP
1925
Narus Financial Partners
Utah
$207K +$190K +860 New