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Name Holding Trade Value Shares
Change
Change in
Stake
FAT
1926
First American Trust
California
$301K -$8.61K -203 -3%
RC
1927
Roundview Capital
New Jersey
$301K -$1.19K -28 -0.4%
AIP
1928
Ahrens Investment Partners
Louisiana
$299K -$8.1K -191 -3%
AWM
1929
Aevitas Wealth Management
Massachusetts
$298K -$5.17K -122 -2%
GWI
1930
Grace & White Inc
New York
$298K
CAN
1931
Claraphi Advisory Network
United States
$298K +$20.7K +487 +8%
SHGA
1932
Sand Hill Global Advisors
California
$297K -$400K -9,431 -58%
NAM
1933
North American Management
Massachusetts
$297K -$4.33K -102 -1%
WAP
1934
Wealthcare Advisory Partners
Pennsylvania
$296K -$106K -2,492 -27%
CA
1935
Centerpoint Advisors
Massachusetts
$296K -$16.3K -385 -5%
AWA
1936
AmeriServ Wealth Advisors
Pennsylvania
$294K
PA
1937
Parkside Advisors
California
$293K -$7.17K -169 -2%
PWAG
1938
Polaris Wealth Advisory Group
California
$291K +$3.1K +73 +1%
SCA
1939
Sage Capital Advisors
South Dakota
$290K
MA
1940
MANA Advisors
New York
$289K -$476K -11,213 -62%
NCM
1941
Northwest Capital Management
Oregon
$289K
PAA
1942
Peregrine Asset Advisers
Oregon
$287K +$10.8K +255 +4%
TWM
1943
Titus Wealth Management
California
$287K +$284K +6,685 New
CCM
1944
Carlson Capital Management
Minnesota
$286K -$95.8K -2,260 -25%
MWM
1945
Merriman Wealth Management
Washington
$286K -$28.5K -671 -9%
ME
1946
McIlrath & Eck
Washington
$285K -$12.4K -293 -4%
WAG
1947
Winthrop Advisory Group
Massachusetts
$284K +$2.33K +55 +0.9%
CBA
1948
Coastal Bridge Advisors
Connecticut
$284K +$281K +6,628 New
HFA
1949
Huber Financial Advisors
Illinois
$284K +$281K +6,628 New
CHP
1950
Cable Hill Partners
Oregon
$283K -$27.7K -653 -9%