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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1926
LVW Advisors
New York
$439K +$71.7K +317 +23%
RFO
1927
RiverGlades Family Offices
Florida
$438K – – –
AWM
1928
Aprio Wealth Management
Georgia
$438K +$113K +498 +43%
HP
1929
Hyperion Partners
Pennsylvania
$437K – – –
GAM
1930
Gemmer Asset Management
California
$437K +$138K +609 +58%
KFGK
1931
Keystone Financial Group (Kentucky)
Kentucky
$436K -$53.2K -235 -12%
NJBEST
1932
New Jersey Better Educational Savings Trust
New Jersey
$436K – – –
CPA
1933
Capital Performance Advisors
California
$435K +$14.7K +65 +4%
T
1934
TOBAM
France
$434K -$111K -492 -23%
ATC
1935
Adirondack Trust Company
New York
$434K -$8.37K -37 -3%
RCA
1936
Resonant Capital Advisors
Wisconsin
$432K +$16.1K +71 +5%
WIA
1937
Wetzel Investment Advisors
Indiana
$431K +$370K +1,637 New
SW
1938
SlateStone Wealth
Florida
$430K – – –
FAFN
1939
First Affirmative Financial Network
Colorado
$429K +$84.2K +372 +30%
FFA
1940
Fi3 Financial Advisors
Indiana
$428K -$34.4K -152 -9%
Brevan Howard Capital Management
1941
Brevan Howard Capital Management
Jersey
$427K +$367K +1,621 New
FSA
1942
Fort Sheridan Advisors
Illinois
$426K +$68.1K +301 +23%
GF
1943
Gries Financial
Ohio
$425K +$366K +1,615 New
JWM
1944
Jeppson Wealth Management
California
$425K -$13.4K -59 -4%
AWAP
1945
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$424K -$1.58K -7 -0.4%
SGAM
1946
Smith Group Asset Management
Texas
$423K +$364K +1,608 New
Gabelli Funds
1947
Gabelli Funds
New York
$422K -$270K -1,195 -43%
ACP
1948
Aveo Capital Partners
Colorado
$422K +$112K +496 +45%
GLA
1949
Good Life Advisors
Pennsylvania
$421K +$120K +530 +49%
VAG
1950
VisionPoint Advisory Group
Texas
$421K -$25.1K -111 -6%