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Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
1926
Financial Planning & Information Services
Wisconsin
$256K -$11.1K -45 -4%
AFP
1927
Ausdal Financial Partners
Iowa
$256K -$5.41K -22 -2%
FFBTD
1928
First Financial Bank - Trust Division
Ohio
$256K
AFAS
1929
Acorn Financial Advisory Services
Virginia
$256K +$16.7K +68 +7%
MIM
1930
MTM Investment Management
South Carolina
$255K -$200K -812 -44%
SIA
1931
SkyView Investment Advisors
New Jersey
$255K
AC
1932
Apella Capital
Connecticut
$255K +$738 +3 +0.3%
OPOWM
1933
One Plus One Wealth Management
Florida
$255K +$33K +134 +15%
GGI
1934
Godsey & Gibb Inc
Virginia
$253K -$30.8K -125 -11%
SC
1935
Schulhoff & Co
Ohio
$253K +$22.4K +91 +10%
FNWM
1936
Financial Network Wealth Management
Utah
$252K
SAA
1937
Southeast Asset Advisors
Georgia
$252K +$246 +1 +0.1%
QCM
1938
Quest Capital Management
Texas
$250K -$947K -3,850 -79%
JBA
1939
Johnson Bixby & Associates
Washington
$249K -$12.3K -50 -4%
CAM
1940
Cubic Asset Management
Massachusetts
$249K +$1.48K +6 +0.6%
SIG
1941
Sargent Investment Group
Maryland
$249K +$41.8K +170 +20%
GLA
1942
Good Life Advisors
Pennsylvania
$249K +$251K +1,021 New
FA
1943
Fermata Advisors
California
$248K +$250K +1,018 New
UH
1944
Unigestion Holding
Switzerland
$246K -$2.01M -8,186 -89%
RG
1945
Renaissance Group
Kentucky
$245K -$55.4K -225 -18%
PIM
1946
Progressive Investment Management
Oregon
$245K
PAIM
1947
Punch & Associates Investment Management
Minnesota
$244K -$10.8K -44 -4%
FGAM
1948
Financial Gravity Asset Management
Texas
$244K -$1.72K -7 -14%
HC
1949
Hourglass Capital
Texas
$244K
TLCM
1950
Twin Lakes Capital Management
California
$244K