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Name Holding Trade Value Shares
Change
Change in
Stake
SS
926
Simplicity Solutions
Minnesota
$266K -$2.92M -18,132 -92%
BCM
927
BTR Capital Management
California
$265K
BBA
928
BLB&B Advisors
Pennsylvania
$264K -$806 -5 -0.3%
RWM
929
Ritholtz Wealth Management
New York
$263K +$49.1K +305 +22%
WAM
930
Wolverine Asset Management
Illinois
$263K +$269K +1,668 New
PMG
931
ProVise Management Group
Florida
$262K
PFWA
932
Paces Ferry Wealth Advisors
Georgia
$262K +$8.22K +51 +3%
CL
933
CPWM LLC
Washington
$262K +$39.2K +243 +17%
PPSG
934
Princeton Portfolio Strategies Group
New Jersey
$259K
BAM
935
Barrett Asset Management
New York
$258K +$129K +800 +96%
BPA
936
Beacon Pointe Advisors
California
$258K +$262K +1,626 New
GW
937
GW & Wade
Massachusetts
$258K +$263K +1,635 New
MAFM
938
Mid Atlantic Financial Management
Pennsylvania
$257K -$254K -1,578 -49%
SCM
939
Stevens Capital Management
Pennsylvania
$257K +$262K +1,629 New
BSW
940
Buckingham Strategic Wealth
Missouri
$256K +$28.5K +177 +12%
RW
941
Rede Wealth
Virginia
$255K
EF
942
Exeter Financial
Arizona
$255K +$48.3K +300 +23%
NIM
943
Northeast Investment Management
Massachusetts
$254K
PL
944
Plancorp LLC
Missouri
$254K +$967 +6 +0.4%
CPC
945
Congress Park Capital
New York
$253K
QWM
946
QP Wealth Management
New Jersey
$253K
GIA
947
GHP Investment Advisors
Colorado
$252K -$18.5K -115 -7%
EWM
948
Empirical Wealth Management
Washington
$251K -$48.3K -300 -16%
LP
949
LMR Partners
United Kingdom
$251K +$256K +1,586 New
RGC
950
Roberts, Glore & Co
Illinois
$250K