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Name Holding Trade Value Shares
Change
Change in
Stake
APG
1926
Abacus Planning Group
South Carolina
$291K +$21.5K +256 +7%
VFP
1927
Verus Financial Partners
Virginia
$291K +$340K +4,039 New
ISWM
1928
Independent Solutions Wealth Management
New York
$290K -$43.3K -515 -11%
SCM
1929
Snow Capital Management
Pennsylvania
$288K -$1.06M -12,608 -76%
CAGAS
1930
Capital Advisory Group Advisory Services
Minnesota
$288K -$556K -6,616 -62%
IWAG
1931
Integer Wealth Advisors Group
Georgia
$288K – – –
NIM
1932
Needham Investment Management
New York
$288K – – –
NJBEST
1933
New Jersey Better Educational Savings Trust
New Jersey
$288K – – –
PAS
1934
Professional Advisory Services
Florida
$288K – – –
Marshall Wace
1935
Marshall Wace
United Kingdom
$288K +$336K +3,997 New
GC
1936
Gilbert & Cook
Iowa
$286K +$36.2K +430 +12%
JCM
1937
Jacobsen Capital Management
Utah
$285K -$167K -1,984 -33%
CAW
1938
Cornerstone Advisors (Washington)
Washington
$285K -$159K -1,888 -32%
KBG
1939
Kahn Brothers Group
New York
$284K +$84.1K +1,000 +34%
WKWM
1940
Walter & Keenan Wealth Management
Indiana
$284K -$2.52K -30 -0.8%
WOSD
1941
WFA of San Diego
California
$283K -$1.54M -18,333 -82%
SIC
1942
Samalin Investment Counsel
New York
$283K -$90.9K -1,081 -22%
APW
1943
Austin Private Wealth
Texas
$283K -$46K -547 -12%
LC
1944
Landaas & Company
Wisconsin
$283K -$9.08K -108 -3%
IAIM
1945
International Assets Investment Management
Florida
$282K -$48.9K -582 -13%
CGA
1946
Crescent Grove Advisors
Illinois
$282K +$79.5K +945 +32%
NPA
1947
Nichols & Pratt Advisers
Massachusetts
$281K -$29.4K -350 -8%
WAS
1948
Wealth Advisory Solutions
Indiana
$281K -$14.9K -177 -4%
HWA
1949
HHM Wealth Advisors
Tennessee
$281K -$7.74K -92 -2%
AIL
1950
AGF Investments LLC
Ontario, Canada
$278K -$448K -5,324 -58%