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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1301
Simmons Bank
Arkansas
$397K -$97.4K -2,591 -21%
BFG
1302
Beacon Financial Group
Texas
$397K +$373K +9,919 New
QAM
1303
QCI Asset Management
New York
$395K +$61.7K +1,641 +20%
FCB
1304
First Command Bank
Texas
$394K -$10.9K -291 -3%
FCFS
1305
First Command Financial Services
Texas
$394K -$10.9K -291 -3%
PPCM
1306
Pillar Pacific Capital Management
California
$394K +$11.9K +316 +3%
AL
1307
Aspiriant LLC
California
$393K -$2.24M -59,692 -86%
SG
1308
Swarthmore Group
Pennsylvania
$393K -$32K -850 -8%
CC
1309
Cedar Capital
Illinois
$393K +$72.3K +1,922 +24%
BIMC
1310
Benson Investment Management Company
Virginia
$389K – – –
KPCM
1311
Kings Point Capital Management
New York
$388K -$287K -7,645 -44%
JFGLC
1312
Johnson Financial Group LLC (Colorado)
Colorado
$388K -$125K -3,312 -25%
CAG
1313
Crestwood Advisors Group
Massachusetts
$387K -$564 -15 -0.2%
CFA
1314
Carroll Financial Associates
North Carolina
$385K – – –
SS
1315
Sunbelt Securities
Texas
$385K +$150 +4 +0%
KBG
1316
Kahn Brothers Group
New York
$385K -$365K -9,714 -50%
AC
1317
Avestar Capital
New York
$382K +$379K +10,085 New
BIC
1318
Beach Investment Counsel
Pennsylvania
$381K – – –
Carson Wealth (CWM LLC)
1319
Carson Wealth (CWM LLC)
Nebraska
$376K +$1.24K +33 +0.4%
GEM
1320
Global Endowment Management
North Carolina
$374K -$48.9K -1,300 -12%
SGA
1321
Strategic Global Advisors
California
$374K +$351K +9,347 New
AW
1322
Alpha Windward
Massachusetts
$373K -$3.83K -102 -1%
HVIA
1323
Hudson Valley Investment Advisors
New York
$371K -$25.9K -689 -7%
SIM
1324
SSI Investment Management
California
$369K -$75.6K -2,011 -18%
AA
1325
Altman Advisors
Illinois
$367K +$344K +9,162 New