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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
751
Ritholtz Wealth Management
New York
$291K -$27.1K -105 -8%
Vanguard Personalized Indexing Management
752
Vanguard Personalized Indexing Management
California
$290K +$36.4K +141 +14%
OWA
753
One Wealth Advisors
California
$289K -$24K -93 -7%
CPSC
754
Carl P. Sherr & Co
Massachusetts
$289K +$11.6K +45 +4%
SAMC
755
Spectrum Asset Management (California)
California
$288K -$1.38M -5,355 -82%
SCM
756
Southport Capital Management
Tennessee
$288K – – –
PVWM
757
Point View Wealth Management
New Jersey
$286K -$33.3K -129 -10%
IA
758
IFG Advisory
Georgia
$286K -$31.7K -123 -10%
PHS
759
Pekin Hardy Strauss
Illinois
$286K -$9.29K -36 -3%
WWM
760
Western Wealth Management
Colorado
$286K +$516 +2 +0.2%
TWA
761
TCI Wealth Advisors
Arizona
$284K -$1.09M -4,219 -78%
Carson Wealth (CWM LLC)
762
Carson Wealth (CWM LLC)
Nebraska
$284K – – –
BSW
763
Buckingham Strategic Wealth
Missouri
$284K +$299K +1,159 New
PTB
764
Pioneer Trust Bank
Oregon
$282K – – –
TSS
765
Two Sigma Securities
New York
$282K +$297K +1,152 New
DWM
766
Defined Wealth Management
Oregon
$281K +$296K +1,147 New
IAP
767
Indie Asset Partners
Indiana
$281K +$296K +1,149 New
Cerity Partners
768
Cerity Partners
New York
$277K -$406K -1,574 -58%
CCA
769
Checchi Capital Advisers
California
$277K -$114K -443 -28%
CC
770
Courier Capital
New York
$276K – – –
BB
771
Bell Bank
North Dakota
$275K -$51.6K -200 -15%
SC
772
Savant Capital
Illinois
$274K -$25.5K -99 -8%
CAM
773
Cozad Asset Management
Illinois
$274K -$23K -89 -7%
PHAM
774
Palisades Hudson Asset Management
Florida
$272K – – –
AWA
775
Arkadios Wealth Advisors
Georgia
$272K +$257K +995 +858%