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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1376
RGT Wealth Advisors
Texas
$673K -$116K -1,125 -14%
HIC
1377
Harvey Investment Company
Kentucky
$673K – – –
LC
1378
LCNB Corp
Ohio
$672K +$26.2K +255 +4%
FI
1379
FormulaFolio Investments
Michigan
$669K -$8.85K -86 -1%
SXL
1380
Summit X LLC
Missouri
$661K -$26.1K -254 -4%
PCA
1381
Peddock Capital Advisors
Massachusetts
$661K – – –
SGS
1382
Sterling Global Strategies
California
$660K -$7.92K -77 -1%
PL
1383
Parthenon LLC
Kentucky
$657K -$10.3K -100 -1%
FM
1384
Forward Management
California
$657K +$685K +6,662 New
FPCM
1385
Financial Partners Capital Management
New York
$656K -$3.09K -30 -0.4%
BW
1386
Bison Wealth
Georgia
$649K -$77.9K -757 -10%
MWM
1387
Mission Wealth Management
California
$649K -$12.8K -124 -2%
GWS
1388
Glassman Wealth Services
Virginia
$648K -$65.9K -641 -9%
VWA
1389
V Wealth Advisors
Kansas
$647K +$160K +1,559 +31%
CWA
1390
Cypress Wealth Advisors
California
$645K -$257K -2,494 -28%
FWM
1391
Focused Wealth Management
New York
$644K +$120K +1,168 +22%
CC
1392
Colrain Capital
Massachusetts
$643K -$87.4K -850 -12%
FAM
1393
Formidable Asset Management
Ohio
$643K +$8.95K +87 +1%
UOC
1394
UBS O'Connor
Illinois
$641K -$2.42M -23,500 -78%
PCMM
1395
Private Capital Management (Minnesota)
Minnesota
$636K +$139K +1,350 +26%
FCB
1396
First Command Bank
Texas
$635K -$93.2K -906 -12%
FCFS
1397
First Command Financial Services
Texas
$635K -$93.2K -906 -12%
FPCG
1398
Fort Pitt Capital Group
Pennsylvania
$635K +$95.4K +927 +17%
MSS
1399
Mitchell Sinkler & Starr
Pennsylvania
$631K – – –
BA
1400
Birinyi Associates
Connecticut
$630K – – –