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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1301
Inspirion Wealth Advisors
Illinois
$300K +$236 +6 +0.1%
CI
1302
Chartist Inc
California
$300K -$7.41K -188 -2%
PL
1303
Parthenon LLC
Kentucky
$299K -$5.52K -140 -2%
NCM
1304
Nelson Capital Management
California
$298K -$8.36K -212 -3%
SFA
1305
Sequoia Financial Advisors
Ohio
$297K -$5.28K -134 -2%
BB
1306
Busey Bank
Illinois
$295K -$8.55K -217 -3%
SWM
1307
SVA Wealth Management
Wisconsin
$295K +$39 +1 +0%
FWM
1308
Frontier Wealth Management
Missouri
$295K +$34.2K +868 +13%
FHAM
1309
Folger Hill Asset Management
New York
$293K +$297K +7,533 New
GAM
1310
Gemmer Asset Management
California
$291K
VHAM
1311
Van Hulzen Asset Management
California
$290K -$2.72M -68,979 -90%
IC
1312
InterOcean Capital
Illinois
$289K +$55.6K +1,410 +23%
CAS
1313
Cue Advisory Services
Arizona
$287K -$77.4K -1,965 -21%
BAM
1314
Barrett Asset Management
New York
$286K
Kovitz Investment Group Partners
1315
Kovitz Investment Group Partners
Illinois
$286K +$43.7K +1,108 +18%
CPIG
1316
Chicago Partners Investment Group
Illinois
$286K +$248K +6,296 New
BMC
1317
Benin Management Corp
Connecticut
$284K -$7.88K -200 -3%
PMG
1318
ProVise Management Group
Florida
$284K -$7.65K -194 -3%
SS
1319
Simplicity Solutions
Minnesota
$283K -$34.9K -886 -11%
OIA
1320
Optimum Investment Advisors
Illinois
$283K +$62.7K +1,591 +28%
NWP
1321
Northstar Wealth Partners
Connecticut
$283K +$67K +1,699 +30%
UR
1322
USCA RIA
Texas
$282K +$40K +1,016 +16%
HPWM
1323
Highland Private Wealth Management
Washington
$278K +$8.43K +214 +3%
PHAM
1324
Palisades Hudson Asset Management
Florida
$277K
CWM
1325
Concert Wealth Management
California
$276K -$333K -8,461 -54%