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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1851
Isthmus Partners
Wisconsin
$191K +$13.8K +125 +8%
ACM
1852
AUA Capital Management
Pennsylvania
$190K -$165K -1,495 -47%
PO
1853
Private Ocean
California
$187K -$179K -1,630 -50%
SC
1854
SRB Corp
Massachusetts
$185K -$12.7K -115 -7%
CFA
1855
CT Financial Advisors
Pennsylvania
$181K +$110 +1 +0.1%
SBA
1856
Seven Bridges Advisors
New York
$178K +$173K +1,574 New
CFN
1857
Cordasco Financial Network
Florida
$176K +$4.07K +37 +2%
WP
1858
WealthPLAN Partners
Nebraska
$173K +$169K +1,532 New
SFPIA
1859
Stevens First Principles Investment Advisors
California
$167K -$16.5K -150 -9%
SQA
1860
Simon Quick Advisors
New Jersey
$166K +$330 +3 +0.2%
CLM
1861
ClearBridge LLC (Maryland)
Maryland
$164K -$33K -300 -17%
BL
1862
Balentine LLC
Georgia
$162K +$26.9K +244 +21%
LA
1863
Legacy Advisors
Pennsylvania
$157K +$1.21K +11 +0.8%
NCM
1864
New Capital Management
Texas
$151K +$110 +1 +0.1%
BIG
1865
Bellwether Investment Group
Tennessee
$147K -$178K -1,621 -56%
MWM
1866
MinichMacGregor Wealth Management
New York
$147K +$14.2K +129 +11%
SMFG
1867
Sumitomo Mitsui Financial Group
Japan
$144K +$140K +1,271 New
RP
1868
Rowlandmiller & Partners
Georgia
$142K – – –
GBBWRPM
1869
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K -$116K -1,054 -46%
VCM
1870
Versant Capital Management
Arizona
$134K +$2.09K +19 +2%
CSS
1871
Cubist Systematic Strategies
Connecticut
$133K -$1.76M -15,985 -93%
KF
1872
Krilogy Financial
Missouri
$131K – – –
GRP
1873
Global Retirement Partners
California
$130K +$35.6K +323 +39%
AIM
1874
Acropolis Investment Management
Missouri
$129K – – –
CFD
1875
Creative Financial Designs
Indiana
$128K -$8.26K -75 -6%