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Name Holding Trade Value Shares
Change
Change in
Stake
PI
1226
Parkside Investments
Illinois
$363K +$460K +3,000 New
WWA
1227
WC Walker & Associates
California
$362K -$97.2K -634 -19%
FLPIM
1228
F.L. Putnam Investment Management
Massachusetts
$360K -$12.1K -79 -3%
BFA
1229
Bill Few Associates
Pennsylvania
$360K -$153 -1 -0%
CA
1230
Carson Advisory
Georgia
$360K
CT
1231
Chicago Trust
Illinois
$360K
VC
1232
Vestor Capital
Illinois
$360K
FCCM
1233
First City Capital Management
Georgia
$360K +$47.9K +312 +12%
OIA
1234
Optimum Investment Advisors
Illinois
$358K +$2.3K +15 +0.5%
SHFA
1235
SS&H Financial Advisors
Michigan
$357K -$76.7K -500 -15%
ECG
1236
Edge Capital Group
Georgia
$357K -$30.5K -199 -6%
Acadian Asset Management
1237
Acadian Asset Management
Massachusetts
$357K -$21.6K -141 -5%
GIP
1238
Greatmark Investment Partners
Georgia
$357K
BRA
1239
Bender Robert & Associates
California
$356K
MCCP
1240
Mission Creek Capital Partners
California
$355K -$4.14K -27 -0.9%
CFD
1241
Creative Financial Designs
Indiana
$355K +$13.3K +87 +3%
SRC
1242
Sage Rhino Capital
California
$355K +$13.3K +87 +3%
B
1243
Bellecapital
Switzerland
$355K +$22.2K +145 +5%
DMBA
1244
Deseret Mutual Benefit Administrators
Utah
$353K -$99.5K -649 -18%
CCG
1245
Chatham Capital Group
Georgia
$353K +$7.67K +50 +2%
IFPG
1246
Intrepid Financial Planning Group
Indiana
$352K -$5.37K -35 -1%
PA
1247
Procyon Advisors
Connecticut
$352K -$3.53K -23 -0.8%
HKIM
1248
Hayek Kallen Investment Management
Alabama
$352K
SWA
1249
SOA Wealth Advisors
New York
$352K +$5.06K +33 +1%
CAN
1250
Claraphi Advisory Network
United States
$351K -$1.99M -12,985 -82%